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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 | $22,982 | $223,823-89.7% | $211,142-89.1% | $154,746-85.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | -1.58% | 50.39%-52.0pp | 46.84%-48.4pp | 172.34%-173.9pp |
| Employer contribution / active EE | $8,213 | $6,787+21.0% | $6,442+27.5% | $4,379+87.5% |
| Participant deferral / active EE | $9,587 | $9,750-1.7% | $9,284+3.3% | $6,730+42.4% |
| Admin fee / account holder | $379,959 | $19,707+1828.0% | $19,076+1891.8% | $14,365+2545.0% |