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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 | $26,439 | $202,342-86.9% | $172,752-84.7% | $152,897-82.7% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.5%-0.6pp |
| Annual return | 6.48% | 1029.83%-1023.3pp | 802.97%-796.5pp | 345.43%-339.0pp |
| Employer contribution / active EE | $2,530 | $5,858-56.8% | $5,144-50.8% | $4,764-46.9% |
| Participant deferral / active EE | $3,420 | $5,948-42.5% | $5,198-34.2% | $5,851-41.6% |
| Admin fee / account holder | $4,019 | $17,111-76.5% | $13,955-71.2% | $11,599-65.3% |