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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 | $4,325 | $48,314-91.0% | $67,561-93.6% | $80,925-94.7% |
| Participation rate | 90.3% | 66.4%+23.9pp | 72.9%+17.4pp | 67.7%+22.7pp |
| Annual return | 8.62% | 18.28%-9.7pp | 3525.44%-3516.8pp | 35.65%-27.0pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $985 | $2,927-66.3% | $4,003-75.4% | $4,299-77.1% |
| Admin fee / account holder | $1,726 | $3,690-53.2% | $4,006-56.9% | $6,940-75.1% |