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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 | $7,484 | $175,231-95.7% | $149,696-95.0% | $139,466-94.6% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 4.37% | 166.77%-162.4pp | 134.46%-130.1pp | 373.66%-369.3pp |
| Employer contribution / active EE | $3,848 | $5,478-29.8% | $4,821-20.2% | $4,754-19.1% |
| Participant deferral / active EE | $4,068 | $6,521-37.6% | $5,682-28.4% | $6,712-39.4% |
| Admin fee / account holder | $9,966 | $16,155-38.3% | $13,212-24.6% | $11,409-12.6% |