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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 | $183,592-94.3% | $155,574-93.2% | $145,877-92.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.70% | 61.37%-57.7pp | 64.87%-61.2pp | 551.28%-547.6pp |
| Employer contribution / active EE | $13,258 | $5,317+149.4% | $4,676+183.5% | $4,663+184.3% |
| Participant deferral / active EE | $11,112 | $6,466+71.9% | $5,629+97.4% | $6,691+66.1% |
| Admin fee / account holder | $365,198 | $19,316+1790.7% | $15,914+2194.8% | $13,402+2624.9% |