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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 | $20,849 | $150,447-86.1% | $136,298-84.7% | $147,586-85.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.58% | 1049.15%-1042.6pp | 5156.27%-5149.7pp | 578.59%-572.0pp |
| Employer contribution / active EE | $3,075 | $5,256-41.5% | $4,696-34.5% | $4,876-36.9% |
| Participant deferral / active EE | $9,525 | $6,631+43.7% | $6,247+52.5% | $5,439+75.1% |
| Admin fee / account holder | $165,208 | $10,906+1414.8% | $9,244+1687.2% | $10,886+1417.7% |