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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 | $16,752 | $160,028-89.5% | $147,080-88.6% | $145,884-88.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.04% | 98.60%-96.6pp | 420.17%-418.1pp | 551.85%-549.8pp |
| Employer contribution / active EE | $3,950 | $5,286-25.3% | $4,933-19.9% | $4,662-15.3% |
| Participant deferral / active EE | $5,287 | $8,422-37.2% | $8,066-34.5% | $6,690-21.0% |
| Admin fee / account holder | $2,589 | $15,030-82.8% | $12,989-80.1% | $13,392-80.7% |