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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 | $6,098 | $183,592-96.7% | $155,574-96.1% | $145,877-95.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 7.11% | 61.37%-54.3pp | 64.87%-57.8pp | 551.28%-544.2pp |
| Employer contribution / active EE | $2,329 | $5,317-56.2% | $4,676-50.2% | $4,663-50.1% |
| Participant deferral / active EE | $2,429 | $6,466-62.4% | $5,629-56.9% | $6,691-63.7% |
| Admin fee / account holder | $1,011 | $19,316-94.8% | $15,914-93.6% | $13,402-92.5% |