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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 | $24,391 | $202,342-87.9% | $172,753-85.9% | $152,909-84.0% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 4.36% | 1029.88%-1025.5pp | 803.00%-798.6pp | 345.46%-341.1pp |
| Employer contribution / active EE | $2,329 | $5,857-60.2% | $5,144-54.7% | $4,764-51.1% |
| Participant deferral / active EE | $2,618 | $5,948-56.0% | $5,198-49.6% | $5,851-55.3% |
| Admin fee / account holder | $11,901 | $17,112-30.5% | $13,956-14.7% | $11,601+2.6% |