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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 | $3,937 | $32,037-87.7% | $69,182-94.3% | $62,881-93.7% |
| Participation rate | 93.2% | 43.4%+49.7pp | 55.1%+38.0pp | 69.3%+23.8pp |
| Annual return | 4.52% | 15.16%-10.6pp | -21.93%+26.5pp | 20.14%-15.6pp |
| Employer contribution / active EE | $401 | $679-41.0% | $1,206-66.8% | $2,281-82.4% |
| Participant deferral / active EE | $0 | $1,185-100.0% | $1,897-100.0% | $3,203-100.0% |
| Admin fee / account holder | $422 | $2,608-83.8% | $2,697-84.3% | $4,296-90.2% |