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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 | $9,477 | $159,978-94.1% | $147,041-93.6% | $145,978-93.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 5.79% | 98.36%-92.6pp | 419.21%-413.4pp | 550.52%-544.7pp |
| Employer contribution / active EE | $2,187 | $5,288-58.6% | $4,935-55.7% | $4,662-53.1% |
| Participant deferral / active EE | $3,249 | $8,429-61.5% | $8,071-59.7% | $6,690-51.4% |
| Admin fee / account holder | $806 | $15,053-94.6% | $13,006-93.8% | $13,400-94.0% |