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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 | $24,117 | $162,821-85.2% | $133,978-82.0% | $158,982-84.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 2.93% | 41.95%-39.0pp | 45.10%-42.2pp | 302.99%-300.1pp |
| Employer contribution / active EE | $7,000 | $4,976+40.7% | $3,919+78.6% | $4,763+47.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $64,180 | $11,742+446.6% | $8,930+618.7% | $11,252+470.4% |