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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 | $11,810 | $160,040-92.6% | $147,096-92.0% | $145,877-91.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.90% | 98.49%-90.6pp | 419.75%-411.8pp | 551.28%-543.4pp |
| Employer contribution / active EE | $4,108 | $5,289-22.3% | $4,936-16.8% | $4,663-11.9% |
| Participant deferral / active EE | $5,885 | $8,429-30.2% | $8,071-27.1% | $6,691-12.0% |
| Admin fee / account holder | $701 | $15,050-95.3% | $13,005-94.6% | $13,402-94.8% |