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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 | $16,117 | $160,070-89.9% | $147,117-89.0% | $145,897-89.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.22% | 98.69%-95.5pp | 420.54%-417.3pp | 552.29%-549.1pp |
| Employer contribution / active EE | $4,232 | $5,285-19.9% | $4,932-14.2% | $4,663-9.2% |
| Participant deferral / active EE | $5,578 | $8,419-33.7% | $8,065-30.8% | $6,689-16.6% |
| Admin fee / account holder | $43,609 | $15,035+190.0% | $12,993+235.6% | $13,390+225.7% |