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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 | $14,707 | $159,934-90.8% | $147,005-90.0% | $145,959-89.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.98% | 98.24%-91.3pp | 418.76%-411.8pp | 561.95%-555.0pp |
| Employer contribution / active EE | $5,459 | $5,287+3.2% | $4,934+10.6% | $4,661+17.1% |
| Participant deferral / active EE | $7,695 | $8,427-8.7% | $8,070-4.6% | $6,689+15.1% |
| Admin fee / account holder | $7,685 | $15,053-49.0% | $13,006-40.9% | $13,398-42.6% |