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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 | $3,261 | $62,592-94.8% | $85,709-96.2% | $85,847-96.2% |
| Participation rate | 83.3% | 61.1%+22.2pp | 69.9%+13.5pp | 69.3%+14.0pp |
| Annual return | 9.90% | 23.77%-13.9pp | 21.49%-11.6pp | 318.61%-308.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,619-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,553 | $2,802-8.9% | $3,924-34.9% | $3,952-35.4% |
| Admin fee / account holder | $3,341 | $4,643-28.0% | $6,876-51.4% | $6,261-46.6% |