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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 | $16,722 | $175,231-90.5% | $149,696-88.8% | $139,466-88.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.49% | 166.77%-158.3pp | 134.46%-126.0pp | 373.66%-365.2pp |
| Employer contribution / active EE | $7,800 | $5,478+42.4% | $4,821+61.8% | $4,754+64.1% |
| Participant deferral / active EE | $7,800 | $6,521+19.6% | $5,682+37.3% | $6,712+16.2% |
| Admin fee / account holder | $23,135 | $16,155+43.2% | $13,212+75.1% | $11,409+102.8% |