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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 | $6,034 | $160,028-96.2% | $147,080-95.9% | $145,884-95.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 6.52% | 98.60%-92.1pp | 420.17%-413.6pp | 551.85%-545.3pp |
| Employer contribution / active EE | $2,305 | $5,286-56.4% | $4,933-53.3% | $4,662-50.6% |
| Participant deferral / active EE | $9,044 | $8,422+7.4% | $8,066+12.1% | $6,690+35.2% |
| Admin fee / account holder | $23,589 | $15,030+56.9% | $12,989+81.6% | $13,392+76.1% |