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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 | $7,130 | $160,040-95.5% | $147,096-95.2% | $145,877-95.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 4.80% | 98.49%-93.7pp | 419.75%-414.9pp | 551.28%-546.5pp |
| Employer contribution / active EE | $2,511 | $5,289-52.5% | $4,936-49.1% | $4,663-46.1% |
| Participant deferral / active EE | $4,303 | $8,429-49.0% | $8,071-46.7% | $6,691-35.7% |
| Admin fee / account holder | $71,256 | $15,050+373.5% | $13,005+447.9% | $13,402+431.7% |