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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 | $185,041 | $185,0410% | $306,246-39.6% | $9,556,684-98.1% |
| Participation rate | 100.0% | 16.7%+83.3pp | 62.9%+37.1pp | 2.4%+97.6pp |
| Annual return | 4.41% | 10.25%-5.8pp | 35.16%-30.8pp | 22.81%-18.4pp |
| Employer contribution / active EE | $62,659 | $45,684+37.2% | $46,401+35.0% | $18,290+242.6% |
| Participant deferral / active EE | $0 | $180-100.0% | $72-100.0% | $603-100.0% |
| Admin fee / account holder | $28,548 | $28,5480% | $4,448+541.8% | $85,222-66.5% |