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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 | $24,825 | $183,988-86.5% | $162,177-84.7% | $152,897-83.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 1.64% | 150.79%-149.1pp | 115.60%-114.0pp | 345.43%-343.8pp |
| Employer contribution / active EE | $2,308 | $6,370-63.8% | $5,613-58.9% | $4,764-51.5% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,200 | $13,123-83.2% | $10,843-79.7% | $11,599-81.0% |