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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 | $10,261 | $58,312-82.4% | $86,656-88.2% | $71,529-85.7% |
| Participation rate | 75.5% | 65.0%+10.5pp | 71.7%+3.8pp | 67.9%+7.6pp |
| Annual return | 9.93% | 24.08%-14.2pp | 593.09%-583.2pp | 28.97%-19.0pp |
| Employer contribution / active EE | $766 | $2,576-70.3% | $3,025-74.7% | $2,590-70.4% |
| Participant deferral / active EE | $1,800 | $3,439-47.7% | $4,439-59.5% | $4,291-58.1% |
| Admin fee / account holder | $2,100 | $1,057+98.7% | $5,619-62.6% | $1,588+32.2% |