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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 | $2,882 | $100,139-97.1% | $85,187-96.6% | $145,884-98.0% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 6.17% | 84.15%-78.0pp | 66.67%-60.5pp | 551.85%-545.7pp |
| Employer contribution / active EE | $1,205 | $3,238-62.8% | $2,732-55.9% | $4,662-74.2% |
| Participant deferral / active EE | $1,107 | $5,296-79.1% | $4,525-75.5% | $6,690-83.5% |
| Admin fee / account holder | $1,053 | $7,262-85.5% | $6,162-82.9% | $13,392-92.1% |