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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 | $23,625 | $150,446-84.3% | $136,297-82.7% | $147,585-84.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.42% | 1049.14%-1048.7pp | 5156.19%-5155.8pp | 578.58%-578.2pp |
| Employer contribution / active EE | $1,173 | $5,256-77.7% | $4,696-75.0% | $4,876-76.0% |
| Participant deferral / active EE | $6,000 | $6,631-9.5% | $6,247-4.0% | $5,439+10.3% |
| Admin fee / account holder | $11,123 | $10,906+2.0% | $9,244+20.3% | $10,886+2.2% |