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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 | $22,583 | $202,342-88.8% | $172,753-86.9% | $152,909-85.2% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 0.00% | 1029.88%-1029.9pp | 803.00%-803.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $3,053 | $5,857-47.9% | $5,144-40.6% | $4,764-35.9% |
| Participant deferral / active EE | $9,139 | $5,948+53.6% | $5,198+75.8% | $5,851+56.2% |
| Admin fee / account holder | $550 | $17,112-96.8% | $13,956-96.1% | $11,601-95.3% |