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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 | $13,407 | $117,859-88.6% | $102,438-86.9% | $145,959-90.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 3.72% | 31.72%-28.0pp | 29.37%-25.6pp | 561.95%-558.2pp |
| Employer contribution / active EE | $1,726 | $3,615-52.3% | $3,024-42.9% | $4,661-63.0% |
| Participant deferral / active EE | $2,840 | $5,732-50.5% | $5,054-43.8% | $6,689-57.5% |
| Admin fee / account holder | $182,061 | $13,318+1267.0% | $9,448+1827.0% | $13,398+1258.9% |