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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 | $24,527 | $171,867-85.7% | $149,721-83.6% | $147,586-83.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 1.25% | 2113.36%-2112.1pp | 1501.67%-1500.4pp | 578.59%-577.3pp |
| Employer contribution / active EE | $2,272 | $6,275-63.8% | $5,444-58.3% | $4,876-53.4% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $351 | $13,799-97.5% | $11,282-96.9% | $10,886-96.8% |