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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 | $7,191 | $63,346-88.6% | $92,240-92.2% | $70,126-89.7% |
| Participation rate | 71.4% | 68.7%+2.8pp | 76.5%-5.1pp | 69.5%+1.9pp |
| Annual return | 10.46% | 530.19%-519.7pp | 176.29%-165.8pp | 73.15%-62.7pp |
| Employer contribution / active EE | $1,757 | $2,471-28.9% | $3,680-52.3% | $2,343-25.0% |
| Participant deferral / active EE | $2,729 | $2,854-4.4% | $3,897-30.0% | $3,332-18.1% |
| Admin fee / account holder | $953 | $3,841-75.2% | $5,194-81.7% | $4,645-79.5% |