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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 | $25,556 | $209,874-87.8% | $189,537-86.5% | $167,536-84.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 2.13% | 748.61%-746.5pp | 555.34%-553.2pp | 478.82%-476.7pp |
| Employer contribution / active EE | $2,797 | $6,913-59.5% | $6,161-54.6% | $4,839-42.2% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,939 | $14,299-86.4% | $12,048-83.9% | $12,315-84.3% |