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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 | $10,368 | $211,288-95.1% | $178,540-94.2% | $145,884-92.9% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 6.00% | 30.27%-24.3pp | 27.15%-21.1pp | 551.85%-545.8pp |
| Employer contribution / active EE | $1,816 | $4,574-60.3% | $3,953-54.1% | $4,662-61.0% |
| Participant deferral / active EE | $3,900 | $6,967-44.0% | $6,281-37.9% | $6,690-41.7% |
| Admin fee / account holder | $16,098 | $12,105+33.0% | $10,424+54.4% | $13,392+20.2% |