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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 | $14,252 | $160,070-91.1% | $147,117-90.3% | $145,897-90.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.87% | 98.69%-89.8pp | 420.54%-411.7pp | 552.29%-543.4pp |
| Employer contribution / active EE | $1,592 | $5,285-69.9% | $4,932-67.7% | $4,663-65.9% |
| Participant deferral / active EE | $3,967 | $8,419-52.9% | $8,065-50.8% | $6,689-40.7% |
| Admin fee / account holder | $3,189 | $15,035-78.8% | $12,993-75.5% | $13,390-76.2% |