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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 | $8,854 | $108,897-91.9% | $100,378-91.2% | $145,877-93.9% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 6.83% | 58.17%-51.3pp | 49.41%-42.6pp | 551.28%-544.5pp |
| Employer contribution / active EE | $4,499 | $4,420+1.8% | $3,942+14.1% | $4,663-3.5% |
| Participant deferral / active EE | $5,593 | $8,455-33.9% | $8,087-30.8% | $6,691-16.4% |
| Admin fee / account holder | $17,794 | $9,690+83.6% | $7,899+125.3% | $13,402+32.8% |