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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 | $14,161 | $227,633-93.8% | $189,597-92.5% | $167,553-91.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 4.41% | 78.45%-74.0pp | 64.20%-59.8pp | 478.89%-474.5pp |
| Employer contribution / active EE | $3,333 | $5,317-37.3% | $4,412-24.5% | $4,840-31.1% |
| Participant deferral / active EE | $0 | $7,003-100.0% | $6,174-100.0% | $6,343-100.0% |
| Admin fee / account holder | $27,552 | $11,879+131.9% | $9,807+180.9% | $12,316+123.7% |