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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 | $10,246 | $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 | 7.01% | 98.60%-91.6pp | 420.17%-413.2pp | 551.85%-544.8pp |
| Employer contribution / active EE | $2,975 | $5,286-43.7% | $4,933-39.7% | $4,662-36.2% |
| Participant deferral / active EE | $4,299 | $8,422-49.0% | $8,066-46.7% | $6,690-35.7% |
| Admin fee / account holder | $883 | $15,030-94.1% | $12,989-93.2% | $13,392-93.4% |