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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 | $18,156 | $102,385-82.3% | $147,080-87.7% | $80,935-77.6% |
| Participation rate | 88.5% | 75.9%+12.6pp | 82.2%+6.3pp | 67.7%+20.8pp |
| Annual return | 10.18% | 135.09%-124.9pp | 420.17%-410.0pp | 35.66%-25.5pp |
| Employer contribution / active EE | $1,665 | $3,717-55.2% | $4,933-66.2% | $2,757-39.6% |
| Participant deferral / active EE | $4,249 | $6,651-36.1% | $8,066-47.3% | $4,299-1.2% |
| Admin fee / account holder | $14,074 | $7,951+77.0% | $12,989+8.4% | $6,924+103.3% |