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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 | $10,461 | $202,460-94.8% | $169,385-93.8% | $139,456-92.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 7.84% | 532.07%-524.2pp | 405.82%-398.0pp | 373.45%-365.6pp |
| Employer contribution / active EE | $4,777 | $4,691+1.8% | $4,012+19.1% | $4,753+0.5% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,711-100.0% |
| Admin fee / account holder | $698 | $10,719-93.5% | $9,011-92.3% | $11,407-93.9% |