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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 | $11,214 | $175,231-93.6% | $149,696-92.5% | $139,466-92.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 0.98% | 166.77%-165.8pp | 134.46%-133.5pp | 373.66%-372.7pp |
| Employer contribution / active EE | $2,025 | $5,478-63.0% | $4,821-58.0% | $4,754-57.4% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $183,759 | $16,155+1037.5% | $13,212+1290.9% | $11,409+1510.7% |