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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 | $5,552 | $162,136-96.6% | $152,301-96.4% | $154,746-96.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 6.23% | 91.02%-84.8pp | 80.50%-74.3pp | 172.34%-166.1pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,448 | $8,341+1.3% | $8,004+5.6% | $6,730+25.5% |
| Admin fee / account holder | $8,688 | $15,759-44.9% | $14,398-39.7% | $14,365-39.5% |