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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 | $9,132 | $106,267-91.4% | $96,520-90.5% | $139,456-93.5% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 5.04% | 38.45%-33.4pp | 35.72%-30.7pp | 373.45%-368.4pp |
| Employer contribution / active EE | $6,832 | $4,105+66.4% | $3,739+82.7% | $4,753+43.8% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,802 | $7,882-77.1% | $6,733-73.2% | $11,407-84.2% |