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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 | $6,146 | $100,139-93.9% | $85,187-92.8% | $145,884-95.8% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 6.75% | 84.15%-77.4pp | 66.67%-59.9pp | 551.85%-545.1pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,117 | $5,296-60.0% | $4,525-53.2% | $6,690-68.4% |
| Admin fee / account holder | $2,644 | $7,262-63.6% | $6,162-57.1% | $13,392-80.3% |