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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 | $2,606 | $174,379-98.5% | $152,093-98.3% | $138,895-98.1% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 4.09% | 74.86%-70.8pp | 66.36%-62.3pp | 145.39%-141.3pp |
| Employer contribution / active EE | $1,820 | $4,652-60.9% | $4,175-56.4% | $4,194-56.6% |
| Participant deferral / active EE | $4,550 | $6,159-26.1% | $5,451-16.5% | $6,396-28.9% |
| Admin fee / account holder | $179,968 | $16,880+966.2% | $14,497+1141.4% | $12,562+1332.6% |