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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 | $12,420 | $160,028-92.2% | $147,080-91.6% | $145,884-91.5% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.2%-6.0pp | 80.3%-4.1pp |
| Annual return | 0.82% | 98.60%-97.8pp | 420.17%-419.3pp | 551.85%-551.0pp |
| Employer contribution / active EE | $1,753 | $5,286-66.8% | $4,933-64.5% | $4,662-62.4% |
| Participant deferral / active EE | $3,104 | $8,422-63.1% | $8,066-61.5% | $6,690-53.6% |
| Admin fee / account holder | $5,199 | $15,030-65.4% | $12,989-60.0% | $13,392-61.2% |