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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 | $10,504 | $183,516-94.3% | $155,534-93.2% | $145,884-92.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.70% | 61.43%-57.7pp | 64.92%-61.2pp | 551.85%-548.1pp |
| Employer contribution / active EE | $13,258 | $5,315+149.5% | $4,675+183.6% | $4,662+184.4% |
| Participant deferral / active EE | $11,112 | $6,467+71.8% | $5,630+97.4% | $6,690+66.1% |
| Admin fee / account holder | $365,198 | $19,293+1792.9% | $15,900+2196.9% | $13,392+2627.0% |