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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 | $3,920 | $124,425-96.8% | $112,040-96.5% | $137,256-97.1% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 6.24% | 24.72%-18.5pp | 24.52%-18.3pp | 220.34%-214.1pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $15,618 | $5,718+173.1% | $5,098+206.4% | $6,407+143.8% |
| Admin fee / account holder | $102,183 | $15,207+572.0% | $12,098+744.6% | $12,270+732.8% |