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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 | $28,132 | $184,000-84.7% | $162,185-82.7% | $152,909-81.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 8.34% | 150.80%-142.5pp | 115.61%-107.3pp | 345.46%-337.1pp |
| Employer contribution / active EE | $5,705 | $6,370-10.4% | $5,613+1.6% | $4,764+19.8% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $661 | $13,124-95.0% | $10,844-93.9% | $11,601-94.3% |