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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 | $14,284 | $67,411-78.8% | $91,004-84.3% | $70,124-79.6% |
| Participation rate | 73.2% | 71.4%+1.8pp | 75.6%-2.4pp | 69.5%+3.7pp |
| Annual return | 12.00% | -40.16%+52.2pp | 4.60%+7.4pp | 73.14%-61.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,795 | $2,823-36.4% | $3,548-49.4% | $3,332-46.1% |
| Admin fee / account holder | $777 | $4,236-81.6% | $5,417-85.7% | $4,645-83.3% |