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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 | $18,801 | $176,120-89.3% | $159,487-88.2% | $167,553-88.8% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 7.63% | 331.95%-324.3pp | 263.71%-256.1pp | 478.89%-471.3pp |
| Employer contribution / active EE | $3,556 | $5,299-32.9% | $4,831-26.4% | $4,840-26.5% |
| Participant deferral / active EE | $4,758 | $7,752-38.6% | $7,354-35.3% | $6,343-25.0% |
| Admin fee / account holder | $9,768 | $12,561-22.2% | $10,804-9.6% | $12,316-20.7% |