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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 | $13,006 | $160,028-91.9% | $147,080-91.2% | $145,884-91.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 5.30% | 98.60%-93.3pp | 420.17%-414.9pp | 551.85%-546.5pp |
| Employer contribution / active EE | $2,648 | $5,286-49.9% | $4,933-46.3% | $4,662-43.2% |
| Participant deferral / active EE | $6,468 | $8,422-23.2% | $8,066-19.8% | $6,690-3.3% |
| Admin fee / account holder | $1,759 | $15,030-88.3% | $12,989-86.5% | $13,392-86.9% |