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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 | $19 | $138,076-100.0% | $123,553-100.0% | $135,380-100.0% |
| Participation rate | 95.0% | 84.7%+10.3pp | 82.3%+12.7pp | 82.6%+12.4pp |
| Annual return | -182.40% | 153.70%-336.1pp | 119.21%-301.6pp | 519.81%-702.2pp |
| Employer contribution / active EE | $27,388 | $5,152+431.6% | $4,628+491.8% | $4,779+473.1% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $606 | $10,917-94.5% | $9,284-93.5% | $10,828-94.4% |