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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 | $7,592 | $46,599-83.7% | $64,101-88.2% | $75,173-89.9% |
| Participation rate | 84.3% | 65.9%+18.4pp | 72.3%+12.0pp | 67.2%+17.1pp |
| Annual return | 8.85% | 26.06%-17.2pp | 33.72%-24.9pp | 160.72%-151.9pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,046 | $2,837-63.1% | $3,881-73.0% | $4,126-74.6% |
| Admin fee / account holder | $502 | $2,956-83.0% | $3,070-83.6% | $5,651-91.1% |