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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 | $16,020 | $160,070-90.0% | $147,117-89.1% | $145,897-89.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.53% | 98.69%-89.2pp | 420.54%-411.0pp | 552.29%-542.8pp |
| Employer contribution / active EE | $2,641 | $5,285-50.0% | $4,932-46.4% | $4,663-43.3% |
| Participant deferral / active EE | $4,406 | $8,419-47.7% | $8,065-45.4% | $6,689-34.1% |
| Admin fee / account holder | $1,701 | $15,035-88.7% | $12,993-86.9% | $13,390-87.3% |