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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 | $9,767 | $78,027-87.5% | $178,528-94.5% | $80,925-87.9% |
| Participation rate | 72.0% | 65.7%+6.3pp | 77.1%-5.1pp | 67.7%+4.3pp |
| Annual return | 2.94% | 18.09%-15.2pp | 27.11%-24.2pp | 35.65%-32.7pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,553 | $4,408-64.8% | $6,278-75.3% | $4,299-63.9% |
| Admin fee / account holder | $4,007 | $7,168-44.1% | $10,419-61.5% | $6,940-42.3% |