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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 | $5,997 | $183,592-96.7% | $155,567-96.1% | $145,959-95.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.61% | 61.24%-53.6pp | 64.74%-57.1pp | 561.95%-554.3pp |
| Employer contribution / active EE | $2,149 | $5,315-59.6% | $4,674-54.0% | $4,661-53.9% |
| Participant deferral / active EE | $13,759 | $6,464+112.9% | $5,628+144.5% | $6,689+105.7% |
| Admin fee / account holder | $125,095 | $19,318+547.5% | $15,916+685.9% | $13,398+833.7% |