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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 | $12,524 | $160,070-92.2% | $147,117-91.5% | $145,897-91.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.45% | 98.69%-91.2pp | 420.54%-413.1pp | 552.29%-544.8pp |
| Employer contribution / active EE | $1,452 | $5,285-72.5% | $4,932-70.6% | $4,663-68.9% |
| Participant deferral / active EE | $6,487 | $8,419-23.0% | $8,065-19.6% | $6,689-3.0% |
| Admin fee / account holder | $43,880 | $15,035+191.8% | $12,993+237.7% | $13,390+227.7% |