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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 | $2,504 | $160,070-98.4% | $147,117-98.3% | $145,897-98.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.96% | 98.69%-95.7pp | 420.54%-417.6pp | 552.29%-549.3pp |
| Employer contribution / active EE | $8,600 | $5,285+62.7% | $4,932+74.4% | $4,663+84.4% |
| Participant deferral / active EE | $6,205 | $8,419-26.3% | $8,065-23.1% | $6,689-7.2% |
| Admin fee / account holder | $59,390 | $15,035+295.0% | $12,993+357.1% | $13,390+343.5% |