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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 | $102,385-77.3% | $147,080-84.2% | $80,935-71.3% |
| Participation rate | 72.4% | 75.9%-3.5pp | 82.2%-9.8pp | 67.7%+4.8pp |
| Annual return | 7.03% | 135.09%-128.1pp | 420.17%-413.1pp | 35.66%-28.6pp |
| Employer contribution / active EE | $1,847 | $3,717-50.3% | $4,933-62.6% | $2,757-33.0% |
| Participant deferral / active EE | $3,523 | $6,651-47.0% | $8,066-56.3% | $4,299-18.1% |
| Admin fee / account holder | $1,806 | $7,951-77.3% | $12,989-86.1% | $6,924-73.9% |