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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 | $14,454 | $124,187-88.4% | $108,410-86.7% | $167,518-91.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.69% | 1379.80%-1370.1pp | 905.34%-895.6pp | 478.71%-469.0pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $7,793 | $6,908+12.8% | $6,562+18.8% | $6,342+22.9% |
| Admin fee / account holder | $62,545 | $9,456+561.4% | $7,296+757.3% | $12,312+408.0% |