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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 | $160,040-89.9% | $147,096-89.0% | $145,877-89.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.22% | 98.49%-95.3pp | 419.75%-416.5pp | 551.28%-548.1pp |
| Employer contribution / active EE | $4,232 | $5,289-20.0% | $4,936-14.3% | $4,663-9.2% |
| Participant deferral / active EE | $5,578 | $8,429-33.8% | $8,071-30.9% | $6,691-16.6% |
| Admin fee / account holder | $43,609 | $15,050+189.8% | $13,005+235.3% | $13,402+225.4% |