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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 | $11,356 | $160,070-92.9% | $147,117-92.3% | $145,897-92.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.84% | 98.69%-93.8pp | 420.54%-415.7pp | 552.29%-547.5pp |
| Employer contribution / active EE | $1,310 | $5,285-75.2% | $4,932-73.4% | $4,663-71.9% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $11,348 | $15,035-24.5% | $12,993-12.7% | $13,390-15.3% |