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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 | $6,475 | $110,379-94.1% | $102,412-93.7% | $145,884-95.6% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 6.66% | 24.84%-18.2pp | 24.94%-18.3pp | 551.85%-545.2pp |
| Employer contribution / active EE | $2,068 | $4,216-51.0% | $3,870-46.6% | $4,662-55.7% |
| Participant deferral / active EE | $3,313 | $5,622-41.1% | $5,060-34.5% | $6,690-50.5% |
| Admin fee / account holder | $773 | $9,745-92.1% | $8,388-90.8% | $13,392-94.2% |