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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 | $20,954 | $202,342-89.6% | $172,752-87.9% | $152,897-86.3% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 12.30% | 1029.83%-1017.5pp | 802.97%-790.7pp | 345.43%-333.1pp |
| Employer contribution / active EE | $11,716 | $5,858+100.0% | $5,144+127.7% | $4,764+145.9% |
| Participant deferral / active EE | $7,458 | $5,948+25.4% | $5,198+43.5% | $5,851+27.5% |
| Admin fee / account holder | $117,273 | $17,111+585.4% | $13,955+740.4% | $11,599+911.0% |