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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 | $14,186 | $160,040-91.1% | $147,096-90.4% | $145,877-90.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.25% | 98.49%-89.2pp | 419.75%-410.5pp | 551.28%-542.0pp |
| Employer contribution / active EE | $19,259 | $5,289+264.1% | $4,936+290.2% | $4,663+313.0% |
| Participant deferral / active EE | $25,846 | $8,429+206.6% | $8,071+220.2% | $6,691+286.3% |
| Admin fee / account holder | $32,582 | $15,050+116.5% | $13,005+150.5% | $13,402+143.1% |