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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 | $111,814-94.2% | $103,374-93.7% | $145,959-95.6% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 6.66% | 24.77%-18.1pp | 24.89%-18.2pp | 561.95%-555.3pp |
| Employer contribution / active EE | $2,068 | $4,214-50.9% | $3,869-46.6% | $4,661-55.6% |
| Participant deferral / active EE | $3,313 | $5,618-41.0% | $5,058-34.5% | $6,689-50.5% |
| Admin fee / account holder | $773 | $9,754-92.1% | $8,394-90.8% | $13,398-94.2% |