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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 | $15,207 | $183,516-91.7% | $155,534-90.2% | $145,884-89.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 2.42% | 61.43%-59.0pp | 64.92%-62.5pp | 551.85%-549.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,689 | $6,467+96.2% | $5,630+125.4% | $6,690+89.7% |
| Admin fee / account holder | $223,973 | $19,293+1060.9% | $15,900+1308.7% | $13,392+1572.5% |