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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 | $15,988 | $175,259-90.9% | $149,723-89.3% | $139,487-88.5% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 9.05% | 166.82%-157.8pp | 134.50%-125.5pp | 373.84%-364.8pp |
| Employer contribution / active EE | $2,071 | $5,478-62.2% | $4,821-57.0% | $4,755-56.4% |
| Participant deferral / active EE | $5,597 | $6,522-14.2% | $5,682-1.5% | $6,713-16.6% |
| Admin fee / account holder | $3,980 | $16,158-75.4% | $13,215-69.9% | $11,407-65.1% |