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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 | $5,809 | $160,070-96.4% | $147,117-96.1% | $145,897-96.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.74% | 98.69%-89.9pp | 420.54%-411.8pp | 552.29%-543.5pp |
| Employer contribution / active EE | $2,804 | $5,285-46.9% | $4,932-43.2% | $4,663-39.9% |
| Participant deferral / active EE | $3,981 | $8,419-52.7% | $8,065-50.6% | $6,689-40.5% |
| Admin fee / account holder | $4,015 | $15,035-73.3% | $12,993-69.1% | $13,390-70.0% |