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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 | $11,550 | $183,516-93.7% | $155,534-92.6% | $145,884-92.1% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 6.25% | 61.43%-55.2pp | 64.92%-58.7pp | 551.85%-545.6pp |
| Employer contribution / active EE | $1,130 | $5,315-78.7% | $4,675-75.8% | $4,662-75.8% |
| Participant deferral / active EE | $3,675 | $6,467-43.2% | $5,630-34.7% | $6,690-45.1% |
| Admin fee / account holder | $5,209 | $19,293-73.0% | $15,900-67.2% | $13,392-61.1% |