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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 | $4,432 | $154,228-97.1% | $145,433-97.0% | $137,256-96.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 5.43% | 74.59%-69.2pp | 66.58%-61.1pp | 220.34%-214.9pp |
| Employer contribution / active EE | $1,120 | $4,804-76.7% | $4,554-75.4% | $4,156-73.1% |
| Participant deferral / active EE | $3,130 | $8,216-61.9% | $7,897-60.4% | $6,407-51.1% |
| Admin fee / account holder | $891 | $14,344-93.8% | $13,129-93.2% | $12,270-92.7% |