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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 | $8,112 | $107,368-92.4% | $92,915-91.3% | $152,909-94.7% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 6.30% | 145.64%-139.3pp | 109.45%-103.1pp | 345.46%-339.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,827 | $4,848+20.2% | $4,238+37.5% | $5,851-0.4% |
| Admin fee / account holder | $745 | $7,082-89.5% | $5,796-87.2% | $11,601-93.6% |