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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 | $1,259 | $58,848-97.9% | $88,179-98.6% | $82,637-98.5% |
| Participation rate | 75.6% | 57.9%+17.7pp | 69.1%+6.4pp | 68.1%+7.5pp |
| Annual return | 8.74% | 22.76%-14.0pp | 64.97%-56.2pp | 53.51%-44.8pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,085 | $3,124-65.3% | $4,614-76.5% | $4,126-73.7% |
| Admin fee / account holder | $8,959 | $4,795+86.8% | $7,673+16.8% | $7,339+22.1% |