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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 | $60,442-90.8% | $96,754-94.2% | $87,485-93.6% |
| Participation rate | 79.7% | 58.7%+21.0pp | 70.3%+9.5pp | 68.9%+10.8pp |
| Annual return | 9.39% | 21.97%-12.6pp | 82.04%-72.6pp | 26.06%-16.7pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,035 | $3,280-68.5% | $4,758-78.3% | $4,274-75.8% |
| Admin fee / account holder | $667 | $5,069-86.8% | $8,905-92.5% | $7,775-91.4% |