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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 | $20,704 | $81,208-74.5% | $98,920-79.1% | $79,852-74.1% |
| Participation rate | 90.9% | 72.5%+18.4pp | 76.0%+14.9pp | 69.6%+21.3pp |
| Annual return | 7.03% | 60.99%-54.0pp | 196.47%-189.4pp | 31.72%-24.7pp |
| Employer contribution / active EE | $609 | $1,960-68.9% | $2,689-77.4% | $2,471-75.4% |
| Participant deferral / active EE | $2,140 | $3,265-34.5% | $4,245-49.6% | $3,740-42.8% |
| Admin fee / account holder | $5,034 | $6,013-16.3% | $6,643-24.2% | $5,306-5.1% |