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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 | $17,338 | $160,070-89.2% | $147,117-88.2% | $145,897-88.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 3.09% | 98.69%-95.6pp | 420.54%-417.4pp | 552.29%-549.2pp |
| Employer contribution / active EE | $3,389 | $5,285-35.9% | $4,932-31.3% | $4,663-27.3% |
| Participant deferral / active EE | $7,625 | $8,419-9.4% | $8,065-5.5% | $6,689+14.0% |
| Admin fee / account holder | $38,711 | $15,035+157.5% | $12,993+197.9% | $13,390+189.1% |