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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 | $10,707 | $160,040-93.3% | $147,096-92.7% | $145,877-92.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 6.56% | 98.49%-91.9pp | 419.75%-413.2pp | 551.28%-544.7pp |
| Employer contribution / active EE | $1,812 | $5,289-65.7% | $4,936-63.3% | $4,663-61.1% |
| Participant deferral / active EE | $4,594 | $8,429-45.5% | $8,071-43.1% | $6,691-31.3% |
| Admin fee / account holder | $8,193 | $15,050-45.6% | $13,005-37.0% | $13,402-38.9% |