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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 | $27,595 | $78,705-64.9% | $117,857-76.6% | $70,131-60.7% |
| Participation rate | 88.7% | 73.2%+15.5pp | 79.7%+9.1pp | 69.5%+19.2pp |
| Annual return | -4.46% | 23.30%-27.8pp | 335.09%-339.5pp | 73.14%-77.6pp |
| Employer contribution / active EE | $1,557 | $2,223-30.0% | $3,786-58.9% | $2,342-33.5% |
| Participant deferral / active EE | $2,034 | $3,297-38.3% | $4,482-54.6% | $3,332-38.9% |
| Admin fee / account holder | $4,800 | $5,065-5.2% | $8,020-40.2% | $4,645+3.3% |