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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 | $30,348 | $184,000-83.5% | $162,185-81.3% | $152,909-80.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 1.55% | 150.80%-149.2pp | 115.61%-114.1pp | 345.46%-343.9pp |
| Employer contribution / active EE | $5,595 | $6,370-12.2% | $5,613-0.3% | $4,764+17.4% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,402 | $13,124-51.2% | $10,844-41.0% | $11,601-44.8% |