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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 | $9,375 | $165,361-94.3% | $149,715-93.7% | $158,950-94.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 5.27% | 348.24%-343.0pp | 276.66%-271.4pp | 302.91%-297.6pp |
| Employer contribution / active EE | $2,363 | $5,103-53.7% | $4,645-49.1% | $4,762-50.4% |
| Participant deferral / active EE | $2,607 | $7,182-63.7% | $6,842-61.9% | $5,983-56.4% |
| Admin fee / account holder | $2,417 | $10,808-77.6% | $9,310-74.0% | $11,248-78.5% |