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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 | $19,613 | $209,428-90.6% | $178,498-89.0% | $158,950-87.7% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 5.43% | 188.78%-183.4pp | 151.09%-145.7pp | 302.91%-297.5pp |
| Employer contribution / active EE | $3,102 | $5,707-45.6% | $5,011-38.1% | $4,762-34.9% |
| Participant deferral / active EE | $7,393 | $5,955+24.2% | $5,202+42.1% | $5,983+23.6% |
| Admin fee / account holder | $21,476 | $17,077+25.8% | $13,985+53.6% | $11,248+90.9% |