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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 | $21,877 | $102,422-78.6% | $147,117-85.1% | $80,959-73.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 9.28% | 135.16%-125.9pp | 420.54%-411.3pp | 35.67%-26.4pp |
| Employer contribution / active EE | $2,888 | $3,717-22.3% | $4,932-41.4% | $2,757+4.8% |
| Participant deferral / active EE | $3,381 | $6,652-49.2% | $8,065-58.1% | $4,300-21.4% |
| Admin fee / account holder | $4,291 | $7,953-46.0% | $12,993-67.0% | $6,925-38.0% |