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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 | $6,860 | $166,268-95.9% | $165,100-95.8% | $145,897-95.3% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.9pp |
| Annual return | 8.32% | 100.52%-92.2pp | 70.21%-61.9pp | 552.29%-544.0pp |
| Employer contribution / active EE | $1,328 | $5,284-74.9% | $4,348-69.4% | $4,663-71.5% |
| Participant deferral / active EE | $3,254 | $6,964-53.3% | $6,035-46.1% | $6,689-51.4% |
| Admin fee / account holder | $4,336 | $16,659-74.0% | $12,696-65.8% | $13,390-67.6% |