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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 | $1,931 | $162,136-98.8% | $152,301-98.7% | $154,746-98.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.86% | 91.02%-80.2pp | 80.50%-69.6pp | 172.34%-161.5pp |
| Employer contribution / active EE | $17,532 | $4,890+258.5% | $4,624+279.1% | $4,379+300.4% |
| Participant deferral / active EE | $61,575 | $8,341+638.2% | $8,004+669.3% | $6,730+814.9% |
| Admin fee / account holder | $153,792 | $15,759+875.9% | $14,398+968.2% | $14,365+970.6% |