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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 | $9,493 | $157,276-94.0% | $141,177-93.3% | $152,885-93.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 13.18% | 64.33%-51.1pp | 71.40%-58.2pp | 345.39%-332.2pp |
| Employer contribution / active EE | $2,581 | $5,262-51.0% | $4,736-45.5% | $4,763-45.8% |
| Participant deferral / active EE | $6,730 | $7,110-5.4% | $6,710+0.3% | $5,851+15.0% |
| Admin fee / account holder | $3,982 | $12,123-67.2% | $10,263-61.2% | $11,598-65.7% |