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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 | $24,338 | $183,978-86.8% | $162,171-85.0% | $152,885-84.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 1.17% | 150.78%-149.6pp | 115.60%-114.4pp | 345.39%-344.2pp |
| Employer contribution / active EE | $1,389 | $6,370-78.2% | $5,613-75.3% | $4,763-70.8% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10,445 | $13,122-20.4% | $10,843-3.7% | $11,598-9.9% |