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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 | $40 | $76,834-99.9% | $108,359-100.0% | $87,485-100.0% |
| Participation rate | 91.5% | 61.7%+29.8pp | 70.1%+21.4pp | 68.9%+22.6pp |
| Annual return | 9.91% | 19.09%-9.2pp | 36.89%-27.0pp | 26.06%-16.2pp |
| Employer contribution / active EE | $970 | $1,556-37.7% | $2,399-59.6% | $2,596-62.7% |
| Participant deferral / active EE | $1,613 | $3,100-48.0% | $4,137-61.0% | $4,274-62.3% |
| Admin fee / account holder | $100,609 | $6,537+1439.1% | $9,741+932.9% | $7,775+1194.0% |