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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 | $20,150 | $102,393-80.3% | $147,041-86.3% | $80,911-75.1% |
| Participation rate | 73.8% | 75.9%-2.0pp | 82.2%-8.4pp | 67.6%+6.2pp |
| Annual return | 0.66% | 134.95%-134.3pp | 419.21%-418.5pp | 35.63%-35.0pp |
| Employer contribution / active EE | $1,528 | $3,715-58.9% | $4,935-69.0% | $2,756-44.6% |
| Participant deferral / active EE | $4,396 | $6,647-33.9% | $8,071-45.5% | $4,297+2.3% |
| Admin fee / account holder | $2,223 | $7,943-72.0% | $13,006-82.9% | $6,935-68.0% |