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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 | $5,785 | $49,255-88.3% | $70,494-91.8% | $79,856-92.8% |
| Participation rate | 71.9% | 69.2%+2.8pp | 75.1%-3.1pp | 69.6%+2.3pp |
| Annual return | 4.76% | 30.10%-25.3pp | 109.16%-104.4pp | 31.71%-27.0pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,630 | $2,768-41.1% | $3,711-56.1% | $3,741-56.4% |
| Admin fee / account holder | $1,607 | $2,879-44.2% | $3,848-58.2% | $5,306-69.7% |