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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 | $11,634 | $160,040-92.7% | $147,096-92.1% | $145,877-92.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.37% | 98.49%-93.1pp | 419.75%-414.4pp | 551.28%-545.9pp |
| Employer contribution / active EE | $1,967 | $5,289-62.8% | $4,936-60.1% | $4,663-57.8% |
| Participant deferral / active EE | $3,892 | $8,429-53.8% | $8,071-51.8% | $6,691-41.8% |
| Admin fee / account holder | $3,651 | $15,050-75.7% | $13,005-71.9% | $13,402-72.8% |