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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 | $10,229 | $160,028-93.6% | $147,080-93.0% | $145,884-93.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.67% | 98.60%-89.9pp | 420.17%-411.5pp | 551.85%-543.2pp |
| Employer contribution / active EE | $2,061 | $5,286-61.0% | $4,933-58.2% | $4,662-55.8% |
| Participant deferral / active EE | $3,092 | $8,422-63.3% | $8,066-61.7% | $6,690-53.8% |
| Admin fee / account holder | $3,658 | $15,030-75.7% | $12,989-71.8% | $13,392-72.7% |