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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 | $23,092 | $94,529-75.6% | $140,019-83.5% | $64,181-64.0% |
| Participation rate | 89.3% | 84.1%+5.2pp | 87.5%+1.8pp | 69.6%+19.7pp |
| Annual return | -8.47% | 7.77%-16.2pp | 651.15%-659.6pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,379 | $3,812-63.8% | $5,605-75.4% | $2,381-42.1% |
| Participant deferral / active EE | $3,956 | $5,250-24.6% | $6,927-42.9% | $3,470+14.0% |
| Admin fee / account holder | $2,815 | $6,741-58.2% | $10,705-73.7% | $4,887-42.4% |