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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 | $8,799 | $90,509-90.3% | $78,693-88.8% | $273,968-96.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.24% | 75.61%-75.4pp | 62.18%-61.9pp | 41.45%-41.2pp |
| Employer contribution / active EE | $709 | $3,175-77.7% | $2,850-75.1% | $4,869-85.4% |
| Participant deferral / active EE | $1,250 | $3,901-68.0% | $3,517-64.5% | $5,287-76.4% |
| Admin fee / account holder | $369,444 | $5,264+6918.6% | $4,511+8090.3% | $10,132+3546.2% |