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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 | $12,645 | $148,623-91.5% | $135,974-90.7% | $139,466-90.9% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 9.66% | 79.30%-69.6pp | 68.30%-58.6pp | 373.66%-364.0pp |
| Employer contribution / active EE | $1,697 | $5,246-67.7% | $4,859-65.1% | $4,754-64.3% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $843 | $12,406-93.2% | $10,767-92.2% | $11,409-92.6% |