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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 | $154,228-98.7% | $145,433-98.7% | $137,256-98.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.86% | 74.59%-63.7pp | 66.58%-55.7pp | 220.34%-209.5pp |
| Employer contribution / active EE | $17,532 | $4,804+264.9% | $4,554+284.9% | $4,156+321.8% |
| Participant deferral / active EE | $61,575 | $8,216+649.4% | $7,897+679.7% | $6,407+861.1% |
| Admin fee / account holder | $153,792 | $14,344+972.2% | $13,129+1071.4% | $12,270+1153.4% |