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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 | $24,898 | $91,525-72.8% | $130,026-80.9% | $75,181-66.9% |
| Participation rate | 91.4% | 71.4%+20.0pp | 78.5%+12.9pp | 67.2%+24.2pp |
| Annual return | 10.02% | -631.40%+641.4pp | -137.26%+147.3pp | 160.69%-150.7pp |
| Employer contribution / active EE | $1,711 | $2,844-39.8% | $4,321-60.4% | $2,671-35.9% |
| Participant deferral / active EE | $2,226 | $4,342-48.7% | $5,821-61.8% | $4,126-46.0% |
| Admin fee / account holder | $7,023 | $6,778+3.6% | $10,608-33.8% | $5,650+24.3% |