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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 | $10,122 | $95,406-89.4% | $185,849-94.6% | $85,847-88.2% |
| Participation rate | 70.0% | 68.8%+1.2pp | 81.7%-11.7pp | 69.3%+0.7pp |
| Annual return | 10.38% | 23.59%-13.2pp | 122.10%-111.7pp | 318.61%-308.2pp |
| Employer contribution / active EE | $2,025 | $3,314-38.9% | $5,169-60.8% | $2,565-21.1% |
| Participant deferral / active EE | $1,979 | $3,424-42.2% | $5,569-64.5% | $3,952-49.9% |
| Admin fee / account holder | $4,868 | $7,214-32.5% | $16,244-70.0% | $6,261-22.2% |