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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 | $9,536 | $166,268-94.3% | $165,100-94.2% | $145,897-93.5% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 6.65% | 100.52%-93.9pp | 70.21%-63.6pp | 552.29%-545.6pp |
| Employer contribution / active EE | $2,482 | $5,284-53.0% | $4,348-42.9% | $4,663-46.8% |
| Participant deferral / active EE | $4,512 | $6,964-35.2% | $6,035-25.2% | $6,689-32.6% |
| Admin fee / account holder | $1,451 | $16,659-91.3% | $12,696-88.6% | $13,390-89.2% |