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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 | $41,544 | $137,414-69.8% | $189,537-78.1% | $85,847-51.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 6.74% | 38.14%-31.4pp | 555.34%-548.6pp | 318.61%-311.9pp |
| Employer contribution / active EE | $18,953 | $4,344+336.3% | $6,161+207.6% | $2,565+638.8% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $12,262 | $8,630+42.1% | $12,048+1.8% | $6,261+95.9% |