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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 | $3,291 | $125,237-97.4% | $105,608-96.9% | $145,877-97.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 7.99% | 225.76%-217.8pp | 116.50%-108.5pp | 551.28%-543.3pp |
| Employer contribution / active EE | $11,295 | $3,720+203.6% | $3,167+256.6% | $4,663+142.2% |
| Participant deferral / active EE | $23,566 | $5,711+312.7% | $5,010+370.4% | $6,691+252.2% |
| Admin fee / account holder | $606,678 | $17,287+3409.4% | $11,028+5401.1% | $13,402+4426.7% |