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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 | $19,166 | $112,131-82.9% | $95,964-80.0% | $158,982-87.9% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 3.77% | 171.19%-167.4pp | 91.64%-87.9pp | 302.99%-299.2pp |
| Employer contribution / active EE | $5,691 | $3,199+77.9% | $2,541+123.9% | $4,763+19.5% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $615 | $10,136-93.9% | $6,797-91.0% | $11,252-94.5% |