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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 | $8,771 | $71,197-87.7% | $93,669-90.6% | $80,925-89.2% |
| Participation rate | 84.4% | 60.4%+24.0pp | 68.7%+15.6pp | 67.7%+16.7pp |
| Annual return | 9.79% | 11.27%-1.5pp | 133.59%-123.8pp | 35.65%-25.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,978 | $4,036-26.2% | $4,416-32.6% | $4,299-30.7% |
| Admin fee / account holder | $3,218 | $6,959-53.8% | $8,291-61.2% | $6,940-53.6% |