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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 | $8,036 | $159,934-95.0% | $147,005-94.5% | $145,959-94.5% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.2pp | 80.3%-3.4pp |
| Annual return | 6.10% | 98.24%-92.1pp | 418.76%-412.7pp | 561.95%-555.8pp |
| Employer contribution / active EE | $1,757 | $5,287-66.8% | $4,934-64.4% | $4,661-62.3% |
| Participant deferral / active EE | $3,291 | $8,427-61.0% | $8,070-59.2% | $6,689-50.8% |
| Admin fee / account holder | $306 | $15,053-98.0% | $13,006-97.6% | $13,398-97.7% |