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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 | $3,990 | $165,361-97.6% | $149,715-97.3% | $158,950-97.5% |
| Participation rate | 86.7% | 84.6%+2.1pp | 82.5%+4.2pp | 82.0%+4.7pp |
| Annual return | 7.10% | 348.24%-341.1pp | 276.66%-269.6pp | 302.91%-295.8pp |
| Employer contribution / active EE | $1,208 | $5,103-76.3% | $4,645-74.0% | $4,762-74.6% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $523 | $10,808-95.2% | $9,310-94.4% | $11,248-95.3% |