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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 | $16,159 | $160,040-89.9% | $147,096-89.0% | $145,877-88.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.03% | 98.49%-90.5pp | 419.75%-411.7pp | 551.28%-543.3pp |
| Employer contribution / active EE | $1,969 | $5,289-62.8% | $4,936-60.1% | $4,663-57.8% |
| Participant deferral / active EE | $3,304 | $8,429-60.8% | $8,071-59.1% | $6,691-50.6% |
| Admin fee / account holder | $14,014 | $15,050-6.9% | $13,005+7.8% | $13,402+4.6% |