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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 | $15,748 | $178,174-91.2% | $156,181-89.9% | $137,256-88.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 0.97% | 84.19%-83.2pp | 64.87%-63.9pp | 220.34%-219.4pp |
| Employer contribution / active EE | $7,050 | $4,972+41.8% | $4,294+64.2% | $4,156+69.6% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $102,796 | $17,404+490.6% | $14,586+604.8% | $12,270+737.8% |