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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 | $16,645 | $160,070-89.6% | $147,117-88.7% | $145,897-88.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.46% | 98.69%-91.2pp | 420.54%-413.1pp | 552.29%-544.8pp |
| Employer contribution / active EE | $1,817 | $5,285-65.6% | $4,932-63.2% | $4,663-61.0% |
| Participant deferral / active EE | $8,007 | $8,419-4.9% | $8,065-0.7% | $6,689+19.7% |
| Admin fee / account holder | $11,226 | $15,035-25.3% | $12,993-13.6% | $13,390-16.2% |