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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 | $19,068 | $78,428-75.7% | $95,960-80.1% | $79,852-76.1% |
| Participation rate | 80.8% | 73.5%+7.3pp | 77.1%+3.7pp | 69.6%+11.1pp |
| Annual return | 5.10% | 19.37%-14.3pp | 91.63%-86.5pp | 31.72%-26.6pp |
| Employer contribution / active EE | $1,257 | $1,945-35.4% | $2,541-50.5% | $2,471-49.1% |
| Participant deferral / active EE | $4,592 | $3,440+33.5% | $4,167+10.2% | $3,740+22.8% |
| Admin fee / account holder | $16,826 | $5,622+199.3% | $6,797+147.5% | $5,306+217.1% |