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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 | $2,982 | $175,259-98.3% | $149,723-98.0% | $139,487-97.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.60% | 166.82%-160.2pp | 134.50%-127.9pp | 373.84%-367.2pp |
| Employer contribution / active EE | $7,419 | $5,478+35.4% | $4,821+53.9% | $4,755+56.0% |
| Participant deferral / active EE | $30,059 | $6,522+360.9% | $5,682+429.0% | $6,713+347.8% |
| Admin fee / account holder | $16,891 | $16,158+4.5% | $13,215+27.8% | $11,407+48.1% |