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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 | $6,793 | $157,276-95.7% | $141,177-95.2% | $152,885-95.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.58% | 64.33%-50.8pp | 71.40%-57.8pp | 345.39%-331.8pp |
| Employer contribution / active EE | $3,995 | $5,262-24.1% | $4,736-15.6% | $4,763-16.1% |
| Participant deferral / active EE | $8,743 | $7,110+23.0% | $6,710+30.3% | $5,851+49.4% |
| Admin fee / account holder | $4,567 | $12,123-62.3% | $10,263-55.5% | $11,598-60.6% |