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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 | $14,068 | $160,070-91.2% | $147,117-90.4% | $145,897-90.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.31% | 98.69%-94.4pp | 420.54%-416.2pp | 552.29%-548.0pp |
| Employer contribution / active EE | $1,969 | $5,285-62.7% | $4,932-60.1% | $4,663-57.8% |
| Participant deferral / active EE | $4,149 | $8,419-50.7% | $8,065-48.5% | $6,689-38.0% |
| Admin fee / account holder | $37,207 | $15,035+147.5% | $12,993+186.4% | $13,390+177.9% |