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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 | $7,827 | $86,938-91.0% | $102,423-92.4% | $80,925-90.3% |
| Participation rate | 84.7% | 72.4%+12.4pp | 76.5%+8.2pp | 67.7%+17.1pp |
| Annual return | 7.83% | 18.89%-11.1pp | 29.42%-21.6pp | 35.65%-27.8pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,888 | $4,120-54.2% | $5,054-62.6% | $4,299-56.1% |
| Admin fee / account holder | $4,796 | $8,053-40.4% | $9,455-49.3% | $6,940-30.9% |