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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 | $5,339 | $76,407-93.0% | $150,298-96.4% | $82,448-93.5% |
| Participation rate | 96.2% | 66.4%+29.8pp | 77.8%+18.4pp | 68.1%+28.1pp |
| Annual return | 5.80% | 39.99%-34.2pp | 62.79%-57.0pp | 41.64%-35.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $944 | $3,214-70.6% | $5,453-82.7% | $4,139-77.2% |
| Admin fee / account holder | $1,985 | $6,352-68.7% | $14,116-85.9% | $7,234-72.6% |