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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 | $6,600 | $148,623-95.6% | $135,974-95.1% | $139,466-95.3% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 10.07% | 79.30%-69.2pp | 68.30%-58.2pp | 373.66%-363.6pp |
| Employer contribution / active EE | $2,607 | $5,246-50.3% | $4,859-46.4% | $4,754-45.2% |
| Participant deferral / active EE | $6,227 | $8,103-23.2% | $7,760-19.8% | $6,712-7.2% |
| Admin fee / account holder | $2,161 | $12,406-82.6% | $10,767-79.9% | $11,409-81.1% |