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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 | $162,136-97.3% | $152,301-97.1% | $154,746-97.1% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 5.43% | 91.02%-85.6pp | 80.50%-75.1pp | 172.34%-166.9pp |
| Employer contribution / active EE | $1,120 | $4,890-77.1% | $4,624-75.8% | $4,379-74.4% |
| Participant deferral / active EE | $3,130 | $8,341-62.5% | $8,004-60.9% | $6,730-53.5% |
| Admin fee / account holder | $891 | $15,759-94.3% | $14,398-93.8% | $14,365-93.8% |