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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 | $26,153 | $202,342-87.1% | $172,752-84.9% | $152,897-82.9% |
| Participation rate | 82.4% | 87.1%-4.7pp | 82.6%-0.3pp | 82.5%-0.1pp |
| Annual return | 5.41% | 1029.83%-1024.4pp | 802.97%-797.6pp | 345.43%-340.0pp |
| Employer contribution / active EE | $2,505 | $5,858-57.2% | $5,144-51.3% | $4,764-47.4% |
| Participant deferral / active EE | $3,710 | $5,948-37.6% | $5,198-28.6% | $5,851-36.6% |
| Admin fee / account holder | $2,499 | $17,111-85.4% | $13,955-82.1% | $11,599-78.5% |