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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 | $28,707 | $198,461-85.5% | $170,436-83.2% | $147,585-80.5% |
| Participation rate | 95.8% | 88.0%+7.9pp | 83.6%+12.2pp | 82.8%+13.0pp |
| Annual return | 5.80% | 257.30%-251.5pp | 205.94%-200.1pp | 578.57%-572.8pp |
| Employer contribution / active EE | $2,456 | $6,184-60.3% | $5,433-54.8% | $4,876-49.6% |
| Participant deferral / active EE | $4,208 | $5,629-25.3% | $4,939-14.8% | $5,439-22.6% |
| Admin fee / account holder | $1,611 | $16,852-90.4% | $13,880-88.4% | $10,885-85.2% |