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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 | $6,881 | $160,040-95.7% | $147,096-95.3% | $145,877-95.3% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 1.59% | 98.49%-96.9pp | 419.75%-418.2pp | 551.28%-549.7pp |
| Employer contribution / active EE | $1,747 | $5,289-67.0% | $4,936-64.6% | $4,663-62.5% |
| Participant deferral / active EE | $10,102 | $8,429+19.8% | $8,071+25.2% | $6,691+51.0% |
| Admin fee / account holder | $23,310 | $15,050+54.9% | $13,005+79.2% | $13,402+73.9% |