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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 | $16,929 | $160,070-89.4% | $147,117-88.5% | $145,897-88.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.49% | 98.69%-95.2pp | 420.54%-417.0pp | 552.29%-548.8pp |
| Employer contribution / active EE | $3,443 | $5,285-34.8% | $4,932-30.2% | $4,663-26.2% |
| Participant deferral / active EE | $4,468 | $8,419-46.9% | $8,065-44.6% | $6,689-33.2% |
| Admin fee / account holder | $1,495 | $15,035-90.1% | $12,993-88.5% | $13,390-88.8% |