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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 | $9,298 | $150,412-93.8% | $120,574-92.3% | $145,884-93.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 8.51% | 154.50%-146.0pp | 107.42%-98.9pp | 551.85%-543.3pp |
| Employer contribution / active EE | $5,935 | $4,355+36.3% | $3,471+71.0% | $4,662+27.3% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $433,037 | $12,224+3442.6% | $9,445+4484.9% | $13,392+3133.6% |