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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 | $2,909 | $58,848-95.1% | $88,179-96.7% | $82,637-96.5% |
| Participation rate | 73.1% | 57.9%+15.2pp | 69.1%+3.9pp | 68.1%+5.0pp |
| Annual return | 9.17% | 22.76%-13.6pp | 64.97%-55.8pp | 53.51%-44.3pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,010 | $3,124-35.7% | $4,614-56.4% | $4,126-51.3% |
| Admin fee / account holder | $6,034 | $4,795+25.8% | $7,673-21.4% | $7,339-17.8% |