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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 | $14,158 | $106,005-86.6% | $92,239-84.7% | $147,585-90.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 4.51% | 50.05%-45.5pp | 176.29%-171.8pp | 578.58%-574.1pp |
| Employer contribution / active EE | $2,511 | $4,333-42.1% | $3,680-31.8% | $4,876-48.5% |
| Participant deferral / active EE | $2,511 | $4,478-43.9% | $3,897-35.6% | $5,439-53.8% |
| Admin fee / account holder | $35,953 | $6,333+467.7% | $5,194+592.2% | $10,886+230.3% |