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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 | $14,744 | $209,422-93.0% | $178,503-91.7% | $158,982-90.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.92% | 188.81%-183.9pp | 151.12%-146.2pp | 302.99%-298.1pp |
| Employer contribution / active EE | $2,197 | $5,707-61.5% | $5,011-56.2% | $4,763-53.9% |
| Participant deferral / active EE | $2,388 | $5,955-59.9% | $5,202-54.1% | $5,983-60.1% |
| Admin fee / account holder | $1,580 | $17,079-90.7% | $13,987-88.7% | $11,252-86.0% |