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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 | $102,393-82.3% | $147,041-87.7% | $80,911-77.6% |
| Participation rate | 88.5% | 75.9%+12.6pp | 82.2%+6.3pp | 67.6%+20.8pp |
| Annual return | 10.18% | 134.95%-124.8pp | 419.21%-409.0pp | 35.63%-25.5pp |
| Employer contribution / active EE | $1,665 | $3,715-55.2% | $4,935-66.3% | $2,756-39.6% |
| Participant deferral / active EE | $4,249 | $6,647-36.1% | $8,071-47.4% | $4,297-1.1% |
| Admin fee / account holder | $14,074 | $7,943+77.2% | $13,006+8.2% | $6,935+103.0% |