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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 | $8,801 | $157,276-94.4% | $141,177-93.8% | $152,885-94.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.68% | 64.33%-58.7pp | 71.40%-65.7pp | 345.39%-339.7pp |
| Employer contribution / active EE | $1,813 | $5,262-65.5% | $4,736-61.7% | $4,763-61.9% |
| Participant deferral / active EE | $7,081 | $7,110-0.4% | $6,710+5.5% | $5,851+21.0% |
| Admin fee / account holder | $102,616 | $12,123+746.5% | $10,263+899.9% | $11,598+784.8% |