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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 | $3,669 | $59,440-93.8% | $78,004-95.3% | $82,637-95.6% |
| Participation rate | 82.0% | 62.8%+19.2pp | 69.4%+12.6pp | 68.1%+13.9pp |
| Annual return | 10.41% | 40.24%-29.8pp | 31.07%-20.7pp | 53.51%-43.1pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,239 | $3,138-60.5% | $4,092-69.7% | $4,126-70.0% |
| Admin fee / account holder | $1,884 | $5,504-65.8% | $7,578-75.1% | $7,339-74.3% |