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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 | $6,450 | $209,425-96.9% | $178,499-96.4% | $158,966-95.9% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | -0.74% | 188.80%-189.5pp | 151.10%-151.8pp | 302.95%-303.7pp |
| Employer contribution / active EE | $2,875 | $5,707-49.6% | $5,011-42.6% | $4,762-39.6% |
| Participant deferral / active EE | $6,899 | $5,955+15.8% | $5,202+32.6% | $5,983+15.3% |
| Admin fee / account holder | $28,025 | $17,078+64.1% | $13,986+100.4% | $11,250+149.1% |