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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 | $21,093 | $209,422-89.9% | $178,503-88.2% | $158,982-86.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.09% | 188.81%-187.7pp | 151.12%-150.0pp | 302.99%-301.9pp |
| Employer contribution / active EE | $2,673 | $5,707-53.2% | $5,011-46.7% | $4,763-43.9% |
| Participant deferral / active EE | $2,955 | $5,955-50.4% | $5,202-43.2% | $5,983-50.6% |
| Admin fee / account holder | $460 | $17,079-97.3% | $13,987-96.7% | $11,252-95.9% |