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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 | $13,303 | $160,070-91.7% | $147,117-91.0% | $145,897-90.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.76% | 98.69%-93.9pp | 420.54%-415.8pp | 552.29%-547.5pp |
| Employer contribution / active EE | $2,411 | $5,285-54.4% | $4,932-51.1% | $4,663-48.3% |
| Participant deferral / active EE | $8,798 | $8,419+4.5% | $8,065+9.1% | $6,689+31.5% |
| Admin fee / account holder | $20,889 | $15,035+38.9% | $12,993+60.8% | $13,390+56.0% |