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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 | $4,220 | $209,336-98.0% | $197,124-97.9% | $137,256-96.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 0.15% | 48.09%-47.9pp | 44.34%-44.2pp | 220.34%-220.2pp |
| Employer contribution / active EE | $38,664 | $6,591+486.6% | $6,227+520.9% | $4,156+830.3% |
| Participant deferral / active EE | $20,304 | $9,614+111.2% | $9,135+122.3% | $6,407+216.9% |
| Admin fee / account holder | $210,228 | $17,308+1114.7% | $16,298+1189.9% | $12,270+1613.3% |