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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 | $7,255 | $160,070-95.5% | $147,117-95.1% | $145,897-95.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.64% | 98.69%-94.0pp | 420.54%-415.9pp | 552.29%-547.7pp |
| Employer contribution / active EE | $1,849 | $5,285-65.0% | $4,932-62.5% | $4,663-60.3% |
| Participant deferral / active EE | $2,829 | $8,419-66.4% | $8,065-64.9% | $6,689-57.7% |
| Admin fee / account holder | $530 | $15,035-96.5% | $12,993-95.9% | $13,390-96.0% |