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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 | $8,125 | $65,712-87.6% | $57,196-85.8% | $273,972-97.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -5.77% | 22.01%-27.8pp | 14.59%-20.4pp | 41.46%-47.2pp |
| Employer contribution / active EE | $5,913 | $3,280+80.3% | $2,683+120.4% | $4,869+21.4% |
| Participant deferral / active EE | $6,876 | $3,782+81.8% | $3,096+122.1% | $5,287+30.1% |
| Admin fee / account holder | $95,102 | $4,838+1865.9% | $3,141+2928.2% | $10,133+838.6% |