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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 | $19,244 | $217,432-91.1% | $185,851-89.6% | $167,553-88.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 2.49% | 148.43%-145.9pp | 122.11%-119.6pp | 478.89%-476.4pp |
| Employer contribution / active EE | $1,977 | $5,874-66.4% | $5,168-61.8% | $4,840-59.2% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $3,084 | $19,820-84.4% | $16,245-81.0% | $12,316-75.0% |