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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 | $23,230 | $102,393-77.3% | $147,041-84.2% | $80,911-71.3% |
| Participation rate | 72.4% | 75.9%-3.4pp | 82.2%-9.8pp | 67.6%+4.8pp |
| Annual return | 7.03% | 134.95%-127.9pp | 419.21%-412.2pp | 35.63%-28.6pp |
| Employer contribution / active EE | $1,847 | $3,715-50.3% | $4,935-62.6% | $2,756-33.0% |
| Participant deferral / active EE | $3,523 | $6,647-47.0% | $8,071-56.3% | $4,297-18.0% |
| Admin fee / account holder | $1,806 | $7,943-77.3% | $13,006-86.1% | $6,935-74.0% |