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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 | $23,608 | $102,382-76.9% | $147,005-83.9% | $80,874-70.8% |
| Participation rate | 71.4% | 75.8%-4.4pp | 82.2%-10.7pp | 67.6%+3.8pp |
| Annual return | 10.33% | 134.89%-124.6pp | 418.76%-408.4pp | 35.62%-25.3pp |
| Employer contribution / active EE | $1,471 | $3,715-60.4% | $4,934-70.2% | $2,756-46.6% |
| Participant deferral / active EE | $3,830 | $6,646-42.4% | $8,070-52.5% | $4,297-10.9% |
| Admin fee / account holder | $10,841 | $7,942+36.5% | $13,006-16.6% | $6,935+56.3% |