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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 | $2,512 | $96,965-97.4% | $97,995-97.4% | $147,586-98.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 1.22% | 24.11%-22.9pp | 23.94%-22.7pp | 578.59%-577.4pp |
| Employer contribution / active EE | $1,756 | $4,536-61.3% | $4,158-57.8% | $4,876-64.0% |
| Participant deferral / active EE | $5,033 | $5,081-0.9% | $5,097-1.2% | $5,439-7.5% |
| Admin fee / account holder | $96,212 | $8,120+1084.9% | $5,943+1518.8% | $10,886+783.8% |