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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 | $3,750 | $117,904-96.8% | $102,457-96.3% | $145,978-97.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | -3.61% | 31.80%-35.4pp | 29.41%-33.0pp | 550.52%-554.1pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,850 | $5,733-67.7% | $5,054-63.4% | $6,690-72.3% |
| Admin fee / account holder | $1,551 | $13,329-88.4% | $9,451-83.6% | $13,400-88.4% |