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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 | $25,002 | $209,428-88.1% | $178,498-86.0% | $158,950-84.3% |
| Participation rate | 72.2% | 86.4%-14.1pp | 81.9%-9.7pp | 82.0%-9.7pp |
| Annual return | 2.48% | 188.78%-186.3pp | 151.09%-148.6pp | 302.91%-300.4pp |
| Employer contribution / active EE | $2,390 | $5,707-58.1% | $5,011-52.3% | $4,762-49.8% |
| Participant deferral / active EE | $4,578 | $5,955-23.1% | $5,202-12.0% | $5,983-23.5% |
| Admin fee / account holder | $8,632 | $17,077-49.5% | $13,985-38.3% | $11,248-23.3% |