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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 | $22,881 | $209,428-89.1% | $178,498-87.2% | $158,950-85.6% |
| Participation rate | 92.9% | 86.4%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 2.03% | 188.78%-186.7pp | 151.09%-149.1pp | 302.91%-300.9pp |
| Employer contribution / active EE | $3,935 | $5,707-31.1% | $5,011-21.5% | $4,762-17.4% |
| Participant deferral / active EE | $3,401 | $5,955-42.9% | $5,202-34.6% | $5,983-43.2% |
| Admin fee / account holder | $13,406 | $17,077-21.5% | $13,985-4.1% | $11,248+19.2% |