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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 | $16,180 | $160,028-89.9% | $147,080-89.0% | $145,884-88.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.33% | 98.60%-96.3pp | 420.17%-417.8pp | 551.85%-549.5pp |
| Employer contribution / active EE | $5,487 | $5,286+3.8% | $4,933+11.2% | $4,662+17.7% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $410,698 | $15,030+2632.5% | $12,989+3061.9% | $13,392+2966.8% |