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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 | $21,662 | $78,707-72.5% | $117,861-81.6% | $70,126-69.1% |
| Participation rate | 88.6% | 73.2%+15.4pp | 79.7%+9.0pp | 69.5%+19.1pp |
| Annual return | 10.87% | 23.30%-12.4pp | 335.11%-324.2pp | 73.15%-62.3pp |
| Employer contribution / active EE | $607 | $2,223-72.7% | $3,786-84.0% | $2,343-74.1% |
| Participant deferral / active EE | $1,852 | $3,297-43.8% | $4,482-58.7% | $3,332-44.4% |
| Admin fee / account holder | $4,380 | $5,066-13.5% | $8,021-45.4% | $4,645-5.7% |