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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 | $160,040-95.0% | $147,096-94.5% | $145,877-94.5% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 6.10% | 98.49%-92.4pp | 419.75%-413.6pp | 551.28%-545.2pp |
| Employer contribution / active EE | $1,757 | $5,289-66.8% | $4,936-64.4% | $4,663-62.3% |
| Participant deferral / active EE | $3,291 | $8,429-61.0% | $8,071-59.2% | $6,691-50.8% |
| Admin fee / account holder | $306 | $15,050-98.0% | $13,005-97.6% | $13,402-97.7% |