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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 | $4,724 | $48,337-90.2% | $67,560-93.0% | $80,959-94.2% |
| Participation rate | 75.8% | 66.4%+9.3pp | 72.9%+2.8pp | 67.7%+8.1pp |
| Annual return | 6.68% | 18.26%-11.6pp | 3533.50%-3526.8pp | 35.67%-29.0pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $821 | $2,928-72.0% | $4,004-79.5% | $4,300-80.9% |
| Admin fee / account holder | $1,086 | $3,695-70.6% | $3,994-72.8% | $6,925-84.3% |