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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 | $183,592-98.4% | $155,574-98.2% | $145,877-98.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.77% | 61.37%-53.6pp | 64.87%-57.1pp | 551.28%-543.5pp |
| Employer contribution / active EE | $2,275 | $5,317-57.2% | $4,676-51.3% | $4,663-51.2% |
| Participant deferral / active EE | $31,038 | $6,466+380.0% | $5,629+451.4% | $6,691+363.9% |
| Admin fee / account holder | $105,159 | $19,316+444.4% | $15,914+560.8% | $13,402+684.6% |