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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 | $159,978-98.4% | $147,041-98.3% | $145,978-98.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.96% | 98.36%-95.4pp | 419.21%-416.3pp | 550.52%-547.6pp |
| Employer contribution / active EE | $8,600 | $5,288+62.6% | $4,935+74.3% | $4,662+84.5% |
| Participant deferral / active EE | $6,205 | $8,429-26.4% | $8,071-23.1% | $6,690-7.2% |
| Admin fee / account holder | $59,390 | $15,053+294.5% | $13,006+356.6% | $13,400+343.2% |