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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 | $2,654 | $76,407-96.5% | $150,298-98.2% | $82,448-96.8% |
| Participation rate | 83.8% | 66.4%+17.4pp | 77.8%+6.0pp | 68.1%+15.7pp |
| Annual return | 10.73% | 39.99%-29.3pp | 62.79%-52.1pp | 41.64%-30.9pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,096 | $3,214-65.9% | $5,453-79.9% | $4,139-73.5% |
| Admin fee / account holder | $2,622 | $6,352-58.7% | $14,116-81.4% | $7,234-63.8% |