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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 | $20,627 | $232,540-91.1% | $185,117-88.9% | $147,586-86.0% |
| Participation rate | 83.3% | 82.4%+1.0pp | 77.3%+6.1pp | 82.8%+0.5pp |
| Annual return | 5.99% | 43.03%-37.0pp | 40.50%-34.5pp | 578.59%-572.6pp |
| Employer contribution / active EE | $12,004 | $5,195+131.0% | $4,182+187.1% | $4,876+146.2% |
| Participant deferral / active EE | $4,000 | $5,834-31.4% | $5,045-20.7% | $5,439-26.5% |
| Admin fee / account holder | $8,906 | $10,275-13.3% | $8,159+9.1% | $10,886-18.2% |