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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 | $16,243 | $159,934-89.8% | $147,005-89.0% | $145,959-88.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.68% | 98.24%-90.6pp | 418.76%-411.1pp | 561.95%-554.3pp |
| Employer contribution / active EE | $3,284 | $5,287-37.9% | $4,934-33.4% | $4,661-29.5% |
| Participant deferral / active EE | $7,665 | $8,427-9.1% | $8,070-5.0% | $6,689+14.6% |
| Admin fee / account holder | $2,826 | $15,053-81.2% | $13,006-78.3% | $13,398-78.9% |