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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 | $227 | $211,105-99.9% | $178,449-99.9% | $145,978-99.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.14% | 30.19%-24.0pp | 27.09%-20.9pp | 550.52%-544.4pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,162 | $6,959+60.4% | $6,277+77.8% | $6,690+66.9% |
| Admin fee / account holder | $350,133 | $12,017+2813.6% | $10,362+3279.0% | $13,400+2512.9% |