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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 | $30,037 | $202,342-85.2% | $172,752-82.6% | $152,897-80.4% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 5.13% | 1029.83%-1024.7pp | 802.97%-797.8pp | 345.43%-340.3pp |
| Employer contribution / active EE | $2,242 | $5,858-61.7% | $5,144-56.4% | $4,764-52.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,964 | $17,111-53.5% | $13,955-42.9% | $11,599-31.3% |