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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 | $23,052 | $94,529-75.6% | $140,019-83.5% | $64,173-64.1% |
| Participation rate | 96.4% | 84.1%+12.3pp | 87.5%+8.9pp | 69.6%+26.8pp |
| Annual return | -8.57% | 7.77%-16.3pp | 651.17%-659.7pp | 7.63%-16.2pp |
| Employer contribution / active EE | $2,312 | $3,812-39.4% | $5,605-58.7% | $2,381-2.9% |
| Participant deferral / active EE | $3,424 | $5,250-34.8% | $6,927-50.6% | $3,470-1.3% |
| Admin fee / account holder | $1,373 | $6,741-79.6% | $10,705-87.2% | $4,887-71.9% |