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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 | $6,776 | $112,729-94.0% | $98,716-93.1% | $137,256-95.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | -9.93% | 38.48%-48.4pp | 31.81%-41.7pp | 220.34%-230.3pp |
| Employer contribution / active EE | $7,125 | $2,725+161.4% | $2,279+212.7% | $4,156+71.4% |
| Participant deferral / active EE | $8,709 | $4,640+87.7% | $4,048+115.1% | $6,407+35.9% |
| Admin fee / account holder | $128,220 | $10,129+1165.9% | $8,703+1373.3% | $12,270+945.0% |