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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 | $13,499 | $150,442-91.0% | $136,295-90.1% | $147,585-90.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.37% | 1049.09%-1045.7pp | 5155.97%-5152.6pp | 578.56%-575.2pp |
| Employer contribution / active EE | $2,085 | $5,256-60.3% | $4,695-55.6% | $4,876-57.2% |
| Participant deferral / active EE | $2,576 | $6,630-61.1% | $6,247-58.8% | $5,439-52.6% |
| Admin fee / account holder | $10,987 | $10,905+0.7% | $9,243+18.9% | $10,885+0.9% |