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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 | $125,193-97.4% | $105,591-96.9% | $145,978-97.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 7.99% | 225.53%-217.5pp | 116.43%-108.4pp | 550.52%-542.5pp |
| Employer contribution / active EE | $11,295 | $3,718+203.8% | $3,166+256.7% | $4,662+142.3% |
| Participant deferral / active EE | $23,566 | $5,708+312.9% | $5,008+370.5% | $6,690+252.3% |
| Admin fee / account holder | $606,678 | $17,277+3411.4% | $11,024+5403.3% | $13,400+4427.3% |