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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 | $28,429 | $101,752-72.1% | $164,928-82.8% | $80,911-64.9% |
| Participation rate | 87.1% | 71.8%+15.3pp | 78.6%+8.5pp | 67.6%+19.4pp |
| Annual return | 10.24% | 16.73%-6.5pp | 70.08%-59.8pp | 35.63%-25.4pp |
| Employer contribution / active EE | $1,728 | $2,953-41.5% | $4,343-60.2% | $2,756-37.3% |
| Participant deferral / active EE | $2,753 | $4,477-38.5% | $6,034-54.4% | $4,297-35.9% |
| Admin fee / account holder | $21,223 | $8,218+158.3% | $12,684+67.3% | $6,935+206.0% |