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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 | $20,553 | $89,370-77.0% | $141,197-85.4% | $72,976-71.8% |
| Participation rate | 87.9% | 75.1%+12.7pp | 82.5%+5.4pp | 69.5%+18.4pp |
| Annual return | 14.93% | 111.88%-96.9pp | 71.41%-56.5pp | 81.02%-66.1pp |
| Employer contribution / active EE | $2,122 | $3,115-31.9% | $4,736-55.2% | $2,440-13.0% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,872 | $5,957-51.8% | $10,265-72.0% | $5,124-44.0% |