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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 | $16,784 | $202,345-91.7% | $172,755-90.3% | $152,885-89.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.25% | 1029.77%-1029.5pp | 802.94%-802.7pp | 345.39%-345.1pp |
| Employer contribution / active EE | $13,775 | $5,858+135.2% | $5,144+167.8% | $4,763+189.2% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $187,938 | $17,111+998.4% | $13,955+1246.8% | $11,598+1520.4% |