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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 | $20,695 | $102,429-79.8% | $147,096-85.9% | $80,925-74.4% |
| Participation rate | 88.4% | 75.9%+12.5pp | 82.2%+6.2pp | 67.7%+20.7pp |
| Annual return | 9.90% | 135.02%-125.1pp | 419.75%-409.8pp | 35.65%-25.7pp |
| Employer contribution / active EE | $2,644 | $3,716-28.8% | $4,936-46.4% | $2,756-4.1% |
| Participant deferral / active EE | $4,668 | $6,649-29.8% | $8,071-42.2% | $4,299+8.6% |
| Admin fee / account holder | $15,043 | $7,957+89.1% | $13,005+15.7% | $6,940+116.8% |