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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 | $8,948 | $157,270-94.3% | $141,173-93.7% | $152,870-94.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 1.06% | 64.33%-63.3pp | 71.40%-70.3pp | 345.34%-344.3pp |
| Employer contribution / active EE | $1,355 | $5,261-74.3% | $4,735-71.4% | $4,763-71.6% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1,208 | $12,121-90.0% | $10,262-88.2% | $11,597-89.6% |