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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 | $5,222 | $52,836-90.1% | $105,738-95.1% | $64,173-91.9% |
| Participation rate | 93.0% | 66.5%+26.4pp | 76.3%+16.6pp | 69.6%+23.4pp |
| Annual return | -11.24% | 14.30%-25.5pp | 6.27%-17.5pp | 7.63%-18.9pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,757 | $2,545-31.0% | $4,080-56.9% | $3,470-49.4% |
| Admin fee / account holder | $310 | $3,959-92.2% | $6,913-95.5% | $4,887-93.7% |