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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 | $15,386 | $160,028-90.4% | $147,080-89.5% | $145,884-89.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.34% | 98.60%-89.3pp | 420.17%-410.8pp | 551.85%-542.5pp |
| Employer contribution / active EE | $6,689 | $5,286+26.5% | $4,933+35.6% | $4,662+43.5% |
| Participant deferral / active EE | $7,215 | $8,422-14.3% | $8,066-10.5% | $6,690+7.9% |
| Admin fee / account holder | $34,479 | $15,030+129.4% | $12,989+165.4% | $13,392+157.5% |