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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 | $5,399 | $154,228-96.5% | $145,433-96.3% | $137,256-96.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.79% | 74.59%-64.8pp | 66.58%-56.8pp | 220.34%-210.6pp |
| Employer contribution / active EE | $58,354 | $4,804+1114.7% | $4,554+1181.2% | $4,156+1304.1% |
| Participant deferral / active EE | $177,461 | $8,216+2059.8% | $7,897+2147.1% | $6,407+2669.9% |
| Admin fee / account holder | $10,196,957 | $14,344+70990.8% | $13,129+77567.4% | $12,270+83003.7% |