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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 | $9,194 | $185,856-95.1% | $170,028-94.6% | $139,456-93.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.09% | 60.52%-51.4pp | 53.39%-44.3pp | 373.45%-364.4pp |
| Employer contribution / active EE | $31,350 | $7,593+312.9% | $6,788+361.9% | $4,753+559.6% |
| Participant deferral / active EE | $24,962 | $11,623+114.8% | $10,409+139.8% | $6,711+271.9% |
| Admin fee / account holder | $215,367 | $15,387+1299.7% | $12,820+1579.9% | $11,407+1788.0% |