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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 | $7,420 | $175,231-95.8% | $149,696-95.0% | $139,466-94.7% |
| Participation rate | 70.6% | 83.4%-12.8pp | 78.8%-8.2pp | 80.3%-9.7pp |
| Annual return | 7.53% | 166.77%-159.2pp | 134.46%-126.9pp | 373.66%-366.1pp |
| Employer contribution / active EE | $1,945 | $5,478-64.5% | $4,821-59.6% | $4,754-59.1% |
| Participant deferral / active EE | $3,839 | $6,521-41.1% | $5,682-32.4% | $6,712-42.8% |
| Admin fee / account holder | $23,716 | $16,155+46.8% | $13,212+79.5% | $11,409+107.9% |