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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 | $17,996 | $166,020-89.2% | $164,866-89.1% | $145,959-87.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.49% | 100.08%-91.6pp | 69.97%-61.5pp | 561.95%-553.5pp |
| Employer contribution / active EE | $6,176 | $5,275+17.1% | $4,343+42.2% | $4,661+32.5% |
| Participant deferral / active EE | $8,209 | $6,961+17.9% | $6,033+36.1% | $6,689+22.7% |
| Admin fee / account holder | $8,892 | $16,644-46.6% | $12,689-29.9% | $13,398-33.6% |