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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 | $102,429-77.0% | $147,096-84.0% | $80,925-70.8% |
| Participation rate | 71.4% | 75.9%-4.4pp | 82.2%-10.8pp | 67.7%+3.8pp |
| Annual return | 10.33% | 135.02%-124.7pp | 419.75%-409.4pp | 35.65%-25.3pp |
| Employer contribution / active EE | $1,471 | $3,716-60.4% | $4,936-70.2% | $2,756-46.6% |
| Participant deferral / active EE | $3,830 | $6,649-42.4% | $8,071-52.5% | $4,299-10.9% |
| Admin fee / account holder | $10,841 | $7,957+36.2% | $13,005-16.6% | $6,940+56.2% |