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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 | $15,761 | $160,028-90.2% | $147,080-89.3% | $145,884-89.2% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 8.56% | 98.60%-90.0pp | 420.17%-411.6pp | 551.85%-543.3pp |
| Employer contribution / active EE | $3,913 | $5,286-26.0% | $4,933-20.7% | $4,662-16.1% |
| Participant deferral / active EE | $7,969 | $8,422-5.4% | $8,066-1.2% | $6,690+19.1% |
| Admin fee / account holder | $13,404 | $15,030-10.8% | $12,989+3.2% | $13,392+0.1% |