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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 | $25,820 | $91,537-71.8% | $130,045-80.1% | $75,173-65.7% |
| Participation rate | 74.2% | 71.5%+2.7pp | 78.5%-4.3pp | 67.2%+7.0pp |
| Annual return | 7.43% | -631.55%+639.0pp | -137.30%+144.7pp | 160.72%-153.3pp |
| Employer contribution / active EE | $1,773 | $2,845-37.7% | $4,321-59.0% | $2,671-33.6% |
| Participant deferral / active EE | $2,813 | $4,343-35.2% | $5,820-51.7% | $4,126-31.8% |
| Admin fee / account holder | $1,753 | $6,780-74.1% | $10,600-83.5% | $5,651-69.0% |