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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 | $6,821 | $155,555-95.6% | $146,866-95.4% | $155,188-95.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 9.79% | 115.41%-105.6pp | 102.85%-93.1pp | 148.84%-139.1pp |
| Employer contribution / active EE | $1,925 | $4,647-58.6% | $4,425-56.5% | $4,248-54.7% |
| Participant deferral / active EE | $2,566 | $8,044-68.1% | $7,759-66.9% | $6,531-60.7% |
| Admin fee / account holder | $9,910 | $14,755-32.8% | $13,620-27.2% | $14,480-31.6% |