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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,712 | $72,269-94.9% | $101,271-96.3% | $79,852-95.4% |
| Participation rate | 73.1% | 68.5%+4.6pp | 75.8%-2.7pp | 69.6%+3.4pp |
| Annual return | 9.85% | 22.29%-12.4pp | 46.48%-36.6pp | 31.72%-21.9pp |
| Employer contribution / active EE | $1,661 | $2,692-38.3% | $3,660-54.6% | $2,471-32.8% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $360 | $4,401-91.8% | $5,948-94.0% | $5,306-93.2% |