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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 | $7,206 | $110,379-93.5% | $102,412-93.0% | $145,884-95.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.22% | 24.84%-18.6pp | 24.94%-18.7pp | 551.85%-545.6pp |
| Employer contribution / active EE | $9,785 | $4,216+132.1% | $3,870+152.8% | $4,662+109.9% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,049 | $9,745-48.2% | $8,388-39.8% | $13,392-62.3% |