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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 | $5,984 | $58,627-89.8% | $76,735-92.2% | $82,448-92.7% |
| Participation rate | 90.4% | 63.2%+27.2pp | 69.5%+20.9pp | 68.1%+22.3pp |
| Annual return | 11.87% | 39.10%-27.2pp | 29.77%-17.9pp | 41.64%-29.8pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,794 | $3,134-10.8% | $4,088-31.6% | $4,139-32.5% |
| Admin fee / account holder | $523 | $5,323-90.2% | $7,189-92.7% | $7,234-92.8% |