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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 | $18,484 | $157,276-88.2% | $141,177-86.9% | $152,885-87.9% |
| Participation rate | 82.4% | 84.8%-2.5pp | 82.5%-0.1pp | 82.5%-0.1pp |
| Annual return | 10.24% | 64.33%-54.1pp | 71.40%-61.2pp | 345.39%-335.1pp |
| Employer contribution / active EE | $5,164 | $5,262-1.9% | $4,736+9.0% | $4,763+8.4% |
| Participant deferral / active EE | $4,485 | $7,110-36.9% | $6,710-33.2% | $5,851-23.3% |
| Admin fee / account holder | $25,688 | $12,123+111.9% | $10,263+150.3% | $11,598+121.5% |