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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 | $5,573 | $58,848-90.5% | $88,179-93.7% | $82,637-93.3% |
| Participation rate | 79.7% | 57.9%+21.8pp | 69.1%+10.6pp | 68.1%+11.7pp |
| Annual return | 9.39% | 22.76%-13.4pp | 64.97%-55.6pp | 53.51%-44.1pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,035 | $3,124-66.9% | $4,614-77.6% | $4,126-74.9% |
| Admin fee / account holder | $667 | $4,795-86.1% | $7,673-91.3% | $7,339-90.9% |