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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 | $23,182 | $81,208-71.5% | $98,916-76.6% | $79,858-71.0% |
| Participation rate | 74.1% | 72.5%+1.6pp | 76.0%-1.9pp | 69.6%+4.5pp |
| Annual return | 8.21% | 60.99%-52.8pp | 196.45%-188.2pp | 31.72%-23.5pp |
| Employer contribution / active EE | $1,303 | $1,960-33.5% | $2,689-51.5% | $2,471-47.3% |
| Participant deferral / active EE | $2,094 | $3,265-35.9% | $4,245-50.7% | $3,740-44.0% |
| Admin fee / account holder | $10,063 | $6,013+67.4% | $6,642+51.5% | $5,306+89.6% |