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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 | $15,661 | $176,105-91.1% | $159,474-90.2% | $167,536-90.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.84% | 331.91%-331.1pp | 263.68%-262.8pp | 478.82%-478.0pp |
| Employer contribution / active EE | $11,493 | $5,299+116.9% | $4,831+137.9% | $4,839+137.5% |
| Participant deferral / active EE | $11,547 | $7,751+49.0% | $7,353+57.0% | $6,342+82.1% |
| Admin fee / account holder | $198,022 | $12,559+1476.7% | $10,802+1733.1% | $12,315+1508.0% |