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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 | $15,911 | $160,028-90.1% | $147,080-89.2% | $145,884-89.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.46% | 98.60%-89.1pp | 420.17%-410.7pp | 551.85%-542.4pp |
| Employer contribution / active EE | $1,435 | $5,286-72.8% | $4,933-70.9% | $4,662-69.2% |
| Participant deferral / active EE | $3,344 | $8,422-60.3% | $8,066-58.5% | $6,690-50.0% |
| Admin fee / account holder | $8,252 | $15,030-45.1% | $12,989-36.5% | $13,392-38.4% |