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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 | $40 | $160,040-100.0% | $147,096-100.0% | $145,877-100.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.74% | 98.49%-92.8pp | 419.75%-414.0pp | 551.28%-545.5pp |
| Employer contribution / active EE | $8,025 | $5,289+51.7% | $4,936+62.6% | $4,663+72.1% |
| Participant deferral / active EE | $34,178 | $8,429+305.5% | $8,071+323.5% | $6,691+410.8% |
| Admin fee / account holder | $113,961 | $15,050+657.2% | $13,005+776.3% | $13,402+750.3% |