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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 | $8,430 | $232,540-96.4% | $185,117-95.4% | $147,586-94.3% |
| Participation rate | 80.0% | 82.4%-2.4pp | 77.3%+2.7pp | 82.8%-2.8pp |
| Annual return | 2.59% | 43.03%-40.4pp | 40.50%-37.9pp | 578.59%-576.0pp |
| Employer contribution / active EE | $3,033 | $5,195-41.6% | $4,182-27.5% | $4,876-37.8% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,229 | $10,275-68.6% | $8,159-60.4% | $10,886-70.3% |