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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 | $8,060 | $124,351-93.5% | $109,188-92.6% | $167,553-95.2% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.9%-5.9pp | 82.1%-12.1pp |
| Annual return | 1.77% | 26.04%-24.3pp | 25.76%-24.0pp | 478.89%-477.1pp |
| Employer contribution / active EE | $1,282 | $4,210-69.5% | $3,723-65.6% | $4,840-73.5% |
| Participant deferral / active EE | $1,646 | $5,257-68.7% | $4,654-64.6% | $6,343-74.0% |
| Admin fee / account holder | $6,802 | $7,975-14.7% | $6,755+0.7% | $12,316-44.8% |