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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 | $5,666 | $160,040-96.5% | $147,096-96.1% | $145,877-96.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.78% | 98.49%-89.7pp | 419.75%-411.0pp | 551.28%-542.5pp |
| Employer contribution / active EE | $8,095 | $5,289+53.0% | $4,936+64.0% | $4,663+73.6% |
| Participant deferral / active EE | $7,079 | $8,429-16.0% | $8,071-12.3% | $6,691+5.8% |
| Admin fee / account holder | $14,596 | $15,050-3.0% | $13,005+12.2% | $13,402+8.9% |