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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 | $23,644 | $150,447-84.3% | $136,298-82.7% | $147,586-84.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.40% | 1049.15%-1044.8pp | 5156.27%-5151.9pp | 578.59%-574.2pp |
| Employer contribution / active EE | $4,348 | $5,256-17.3% | $4,696-7.4% | $4,876-10.8% |
| Participant deferral / active EE | $12,348 | $6,631+86.2% | $6,247+97.6% | $5,439+127.0% |
| Admin fee / account holder | $110,607 | $10,906+914.2% | $9,244+1096.5% | $10,886+916.1% |