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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 | $11,287 | $160,040-92.9% | $147,096-92.3% | $145,877-92.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.82% | 98.49%-93.7pp | 419.75%-414.9pp | 551.28%-546.5pp |
| Employer contribution / active EE | $1,449 | $5,289-72.6% | $4,936-70.6% | $4,663-68.9% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $11,348 | $15,050-24.6% | $13,005-12.7% | $13,402-15.3% |