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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 | $8,752 | $115,814-92.4% | $101,275-91.4% | $158,982-94.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.56% | 56.16%-55.6pp | 46.48%-45.9pp | 302.99%-302.4pp |
| Employer contribution / active EE | $1,530 | $4,176-63.4% | $3,660-58.2% | $4,763-67.9% |
| Participant deferral / active EE | $3,825 | $4,958-22.9% | $4,371-12.5% | $5,983-36.1% |
| Admin fee / account holder | $13,740 | $7,249+89.5% | $5,948+131.0% | $11,252+22.1% |