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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 | $2,853 | $183,516-98.4% | $155,534-98.2% | $145,884-98.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.77% | 61.43%-53.7pp | 64.92%-57.2pp | 551.85%-544.1pp |
| Employer contribution / active EE | $2,275 | $5,315-57.2% | $4,675-51.3% | $4,662-51.2% |
| Participant deferral / active EE | $31,038 | $6,467+380.0% | $5,630+451.3% | $6,690+364.0% |
| Admin fee / account holder | $105,159 | $19,293+445.1% | $15,900+561.4% | $13,392+685.2% |