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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 | $14,124 | $102,422-86.2% | $147,117-90.4% | $80,959-82.6% |
| Participation rate | 87.8% | 75.9%+12.0pp | 82.2%+5.7pp | 67.7%+20.2pp |
| Annual return | 9.00% | 135.16%-126.2pp | 420.54%-411.5pp | 35.67%-26.7pp |
| Employer contribution / active EE | $2,032 | $3,717-45.3% | $4,932-58.8% | $2,757-26.3% |
| Participant deferral / active EE | $3,766 | $6,652-43.4% | $8,065-53.3% | $4,300-12.4% |
| Admin fee / account holder | $2,800 | $7,953-64.8% | $12,993-78.5% | $6,925-59.6% |