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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 | $160,040-90.1% | $147,096-89.2% | $145,877-89.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.46% | 98.49%-89.0pp | 419.75%-410.3pp | 551.28%-541.8pp |
| Employer contribution / active EE | $1,435 | $5,289-72.9% | $4,936-70.9% | $4,663-69.2% |
| Participant deferral / active EE | $3,344 | $8,429-60.3% | $8,071-58.6% | $6,691-50.0% |
| Admin fee / account holder | $8,252 | $15,050-45.2% | $13,005-36.5% | $13,402-38.4% |