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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 | $6,730 | $103,000-93.5% | $90,300-92.5% | $152,885-95.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 7.66% | 95.19%-87.5pp | 78.11%-70.5pp | 345.39%-337.7pp |
| Employer contribution / active EE | $3,782 | $3,138+20.5% | $2,854+32.5% | $4,763-20.6% |
| Participant deferral / active EE | $2,000 | $4,281-53.3% | $3,884-48.5% | $5,851-65.8% |
| Admin fee / account holder | $367,790 | $6,173+5857.6% | $5,353+6770.8% | $11,598+3071.1% |