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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 | $160,040-91.2% | $147,096-90.4% | $145,877-90.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.31% | 98.49%-94.2pp | 419.75%-415.4pp | 551.28%-547.0pp |
| Employer contribution / active EE | $1,969 | $5,289-62.8% | $4,936-60.1% | $4,663-57.8% |
| Participant deferral / active EE | $4,149 | $8,429-50.8% | $8,071-48.6% | $6,691-38.0% |
| Admin fee / account holder | $37,207 | $15,050+147.2% | $13,005+186.1% | $13,402+177.6% |