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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 | $5,874 | $172,111-96.6% | $150,298-96.1% | $137,256-95.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 8.13% | 69.37%-61.2pp | 62.79%-54.7pp | 220.34%-212.2pp |
| Employer contribution / active EE | $7,328 | $4,636+58.1% | $4,154+76.4% | $4,156+76.3% |
| Participant deferral / active EE | $2,960 | $6,166-52.0% | $5,453-45.7% | $6,407-53.8% |
| Admin fee / account holder | $741,814 | $16,471+4403.8% | $14,116+5155.2% | $12,270+5945.7% |