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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 | $1,314 | $175,231-99.3% | $149,696-99.1% | $139,466-99.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 2.35% | 166.77%-164.4pp | 134.46%-132.1pp | 373.66%-371.3pp |
| Employer contribution / active EE | $46,051 | $5,478+740.7% | $4,821+855.3% | $4,754+868.7% |
| Participant deferral / active EE | $28,320 | $6,521+334.3% | $5,682+398.4% | $6,712+321.9% |
| Admin fee / account holder | $421,456 | $16,155+2508.8% | $13,212+3090.0% | $11,409+3594.2% |