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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 | $8,012 | $160,040-95.0% | $147,096-94.6% | $145,877-94.5% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 7.61% | 98.49%-90.9pp | 419.75%-412.1pp | 551.28%-543.7pp |
| Employer contribution / active EE | $1,533 | $5,289-71.0% | $4,936-68.9% | $4,663-67.1% |
| Participant deferral / active EE | $3,737 | $8,429-55.7% | $8,071-53.7% | $6,691-44.2% |
| Admin fee / account holder | $2,379 | $15,050-84.2% | $13,005-81.7% | $13,402-82.3% |