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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 | $48,314-90.2% | $67,561-93.0% | $80,925-94.2% |
| Participation rate | 75.8% | 66.4%+9.4pp | 72.9%+2.9pp | 67.7%+8.1pp |
| Annual return | 6.68% | 18.28%-11.6pp | 3525.44%-3518.8pp | 35.65%-29.0pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $821 | $2,927-71.9% | $4,003-79.5% | $4,299-80.9% |
| Admin fee / account holder | $1,086 | $3,690-70.6% | $4,006-72.9% | $6,940-84.3% |