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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 | $13,176 | $102,385-87.1% | $147,080-91.0% | $80,935-83.7% |
| Participation rate | 78.0% | 75.9%+2.2pp | 82.2%-4.1pp | 67.7%+10.4pp |
| Annual return | 8.11% | 135.09%-127.0pp | 420.17%-412.1pp | 35.66%-27.5pp |
| Employer contribution / active EE | $1,439 | $3,717-61.3% | $4,933-70.8% | $2,757-47.8% |
| Participant deferral / active EE | $2,656 | $6,651-60.1% | $8,066-67.1% | $4,299-38.2% |
| Admin fee / account holder | $3,867 | $7,951-51.4% | $12,989-70.2% | $6,924-44.2% |