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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 | $160,040-90.0% | $147,096-89.1% | $145,877-89.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.53% | 98.49%-89.0pp | 419.75%-410.2pp | 551.28%-541.7pp |
| Employer contribution / active EE | $2,641 | $5,289-50.1% | $4,936-46.5% | $4,663-43.4% |
| Participant deferral / active EE | $4,406 | $8,429-47.7% | $8,071-45.4% | $6,691-34.2% |
| Admin fee / account holder | $1,701 | $15,050-88.7% | $13,005-86.9% | $13,402-87.3% |