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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 | $27,943 | $198,457-85.9% | $170,435-83.6% | $147,586-81.1% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 6.79% | 257.30%-250.5pp | 205.94%-199.1pp | 578.59%-571.8pp |
| Employer contribution / active EE | $1,624 | $6,183-73.7% | $5,432-70.1% | $4,876-66.7% |
| Participant deferral / active EE | $2,123 | $5,629-62.3% | $4,939-57.0% | $5,439-61.0% |
| Admin fee / account holder | $1,761 | $16,852-89.6% | $13,881-87.3% | $10,886-83.8% |