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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 | $12,351 | $159,934-92.3% | $147,005-91.6% | $145,959-91.5% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 6.85% | 98.24%-91.4pp | 418.76%-411.9pp | 561.95%-555.1pp |
| Employer contribution / active EE | $3,016 | $5,287-43.0% | $4,934-38.9% | $4,661-35.3% |
| Participant deferral / active EE | $4,142 | $8,427-50.9% | $8,070-48.7% | $6,689-38.1% |
| Admin fee / account holder | $13,546 | $15,053-10.0% | $13,006+4.1% | $13,398+1.1% |