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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 | $102,382-82.3% | $147,005-87.6% | $80,874-77.6% |
| Participation rate | 88.5% | 75.8%+12.6pp | 82.2%+6.3pp | 67.6%+20.8pp |
| Annual return | 10.18% | 134.89%-124.7pp | 418.76%-408.6pp | 35.62%-25.4pp |
| Employer contribution / active EE | $1,665 | $3,715-55.2% | $4,934-66.2% | $2,756-39.6% |
| Participant deferral / active EE | $4,249 | $6,646-36.1% | $8,070-47.4% | $4,297-1.1% |
| Admin fee / account holder | $14,074 | $7,942+77.2% | $13,006+8.2% | $6,935+102.9% |