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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 | $6,466 | $227,291-97.2% | $214,702-97.0% | $155,188-95.8% |
| Participation rate | 75.0% | 88.0%-13.0pp | 87.5%-12.5pp | 80.8%-5.8pp |
| Annual return | 6.03% | 60.08%-54.0pp | 54.55%-48.5pp | 148.84%-142.8pp |
| Employer contribution / active EE | $1,726 | $6,772-74.5% | $6,461-73.3% | $4,248-59.4% |
| Participant deferral / active EE | $3,493 | $9,582-63.5% | $9,147-61.8% | $6,531-46.5% |
| Admin fee / account holder | $1,541 | $20,413-92.4% | $19,830-92.2% | $14,480-89.4% |