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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 | $12,425 | $85,171-85.4% | $172,753-92.8% | $72,976-83.0% |
| Participation rate | 79.3% | 70.1%+9.2pp | 82.6%-3.3pp | 69.5%+9.8pp |
| Annual return | 4.82% | 27.32%-22.5pp | 803.00%-798.2pp | 81.02%-76.2pp |
| Employer contribution / active EE | $1,229 | $3,324-63.0% | $5,144-76.1% | $2,440-49.6% |
| Participant deferral / active EE | $2,121 | $3,260-34.9% | $5,198-59.2% | $3,608-41.2% |
| Admin fee / account holder | $2,942 | $5,880-50.0% | $13,956-78.9% | $5,124-42.6% |