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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 | $31,226 | $209,874-85.1% | $189,537-83.5% | $167,536-81.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 0.87% | 748.61%-747.7pp | 555.34%-554.5pp | 478.82%-477.9pp |
| Employer contribution / active EE | $3,172 | $6,913-54.1% | $6,161-48.5% | $4,839-34.5% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $14,749 | $14,299+3.1% | $12,048+22.4% | $12,315+19.8% |