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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 | $12,450 | $150,447-91.7% | $136,298-90.9% | $147,586-91.6% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 8.76% | 1049.15%-1040.4pp | 5156.27%-5147.5pp | 578.59%-569.8pp |
| Employer contribution / active EE | $2,831 | $5,256-46.2% | $4,696-39.7% | $4,876-42.0% |
| Participant deferral / active EE | $7,481 | $6,631+12.8% | $6,247+19.7% | $5,439+37.5% |
| Admin fee / account holder | $25,753 | $10,906+136.1% | $9,244+178.6% | $10,886+136.6% |