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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 | $23,880 | $209,422-88.6% | $178,503-86.6% | $158,982-85.0% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 5.88% | 188.81%-182.9pp | 151.12%-145.2pp | 302.99%-297.1pp |
| Employer contribution / active EE | $2,015 | $5,707-64.7% | $5,011-59.8% | $4,763-57.7% |
| Participant deferral / active EE | $2,863 | $5,955-51.9% | $5,202-45.0% | $5,983-52.2% |
| Admin fee / account holder | $3,631 | $17,079-78.7% | $13,987-74.0% | $11,252-67.7% |