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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 | $3,153 | $180,749-98.3% | $160,784-98.0% | $137,256-97.7% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 9.03% | 2234.46%-2225.4pp | 1803.92%-1794.9pp | 220.34%-211.3pp |
| Employer contribution / active EE | $3,157 | $4,155-24.0% | $3,733-15.4% | $4,156-24.0% |
| Participant deferral / active EE | $4,209 | $6,844-38.5% | $6,293-33.1% | $6,407-34.3% |
| Admin fee / account holder | $4,458 | $10,397-57.1% | $9,717-54.1% | $12,270-63.7% |