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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 | $15,513 | $209,336-92.6% | $197,124-92.1% | $137,256-88.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 1.37% | 48.09%-46.7pp | 44.34%-43.0pp | 220.34%-219.0pp |
| Employer contribution / active EE | $9,241 | $6,591+40.2% | $6,227+48.4% | $4,156+122.4% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $110,518 | $17,308+538.6% | $16,298+578.1% | $12,270+800.7% |