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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 | $2,683 | $87,166-96.9% | $76,735-96.5% | $137,256-98.0% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.5%+5.5pp | 80.0%-5.0pp |
| Annual return | 4.28% | 26.50%-22.2pp | 29.77%-25.5pp | 220.34%-216.1pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,750 | $4,726-63.0% | $4,088-57.2% | $6,407-72.7% |
| Admin fee / account holder | $4,830 | $8,403-42.5% | $7,189-32.8% | $12,270-60.6% |