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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 | $17,156 | $159,978-89.3% | $147,041-88.3% | $145,978-88.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 3.73% | 98.36%-94.6pp | 419.21%-415.5pp | 550.52%-546.8pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,904 | $8,429-53.7% | $8,071-51.6% | $6,690-41.6% |
| Admin fee / account holder | $19,773 | $15,053+31.4% | $13,006+52.0% | $13,400+47.6% |