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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 | $27,490 | $202,342-86.4% | $172,752-84.1% | $152,897-82.0% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.5%-0.6pp |
| Annual return | 7.24% | 1029.83%-1022.6pp | 802.97%-795.7pp | 345.43%-338.2pp |
| Employer contribution / active EE | $2,116 | $5,858-63.9% | $5,144-58.9% | $4,764-55.6% |
| Participant deferral / active EE | $2,763 | $5,948-53.5% | $5,198-46.8% | $5,851-52.8% |
| Admin fee / account holder | $1,376 | $17,111-92.0% | $13,955-90.1% | $11,599-88.1% |