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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 | $32,792 | $198,456-83.5% | $170,435-80.8% | $147,587-77.8% |
| Participation rate | 94.4% | 88.0%+6.5pp | 83.6%+10.8pp | 82.8%+11.6pp |
| Annual return | 7.73% | 257.31%-249.6pp | 205.94%-198.2pp | 578.60%-570.9pp |
| Employer contribution / active EE | $1,972 | $6,183-68.1% | $5,432-63.7% | $4,876-59.6% |
| Participant deferral / active EE | $2,492 | $5,629-55.7% | $4,939-49.5% | $5,439-54.2% |
| Admin fee / account holder | $2,001 | $16,852-88.1% | $13,881-85.6% | $10,886-81.6% |