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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 | $15,726 | $171,867-90.9% | $149,721-89.5% | $147,586-89.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.01% | 2113.36%-2104.4pp | 1501.67%-1492.7pp | 578.59%-569.6pp |
| Employer contribution / active EE | $12,518 | $6,275+99.5% | $5,444+129.9% | $4,876+156.7% |
| Participant deferral / active EE | $8,000 | $7,270+10.0% | $6,568+21.8% | $5,439+47.1% |
| Admin fee / account holder | $193,562 | $13,799+1302.7% | $11,282+1615.6% | $10,886+1678.1% |