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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 | $30,707 | $209,847-85.4% | $189,520-83.8% | $167,518-81.7% |
| Participation rate | 94.4% | 88.7%+5.8pp | 87.8%+6.6pp | 82.1%+12.3pp |
| Annual return | 7.80% | 748.45%-740.6pp | 555.25%-547.4pp | 478.71%-470.9pp |
| Employer contribution / active EE | $6,367 | $6,913-7.9% | $6,161+3.3% | $4,838+31.6% |
| Participant deferral / active EE | $10,727 | $8,934+20.1% | $8,220+30.5% | $6,342+69.1% |
| Admin fee / account holder | $8,113 | $14,295-43.2% | $12,046-32.6% | $12,312-34.1% |