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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 | $32,727 | $183,988-82.2% | $162,177-79.8% | $152,897-78.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 2.98% | 150.79%-147.8pp | 115.60%-112.6pp | 345.43%-342.4pp |
| Employer contribution / active EE | $2,841 | $6,370-55.4% | $5,613-49.4% | $4,764-40.4% |
| Participant deferral / active EE | $4,593 | $8,032-42.8% | $7,297-37.0% | $5,851-21.5% |
| Admin fee / account holder | $50,017 | $13,123+281.1% | $10,843+361.3% | $11,599+331.2% |