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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 | $24,065 | $102,385-76.5% | $147,080-83.6% | $80,935-70.3% |
| Participation rate | 72.9% | 75.9%-3.0pp | 82.2%-9.3pp | 67.7%+5.2pp |
| Annual return | 9.44% | 135.09%-125.7pp | 420.17%-410.7pp | 35.66%-26.2pp |
| Employer contribution / active EE | $872 | $3,717-76.5% | $4,933-82.3% | $2,757-68.4% |
| Participant deferral / active EE | $3,934 | $6,651-40.8% | $8,066-51.2% | $4,299-8.5% |
| Admin fee / account holder | $1,169 | $7,951-85.3% | $12,989-91.0% | $6,924-83.1% |