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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 | $3,546 | $211,105-98.3% | $178,449-98.0% | $145,978-97.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -1.93% | 30.19%-32.1pp | 27.09%-29.0pp | 550.52%-552.4pp |
| Employer contribution / active EE | $1,166 | $4,569-74.5% | $3,951-70.5% | $4,662-75.0% |
| Participant deferral / active EE | $1,907 | $6,959-72.6% | $6,277-69.6% | $6,690-71.5% |
| Admin fee / account holder | $42,383 | $12,017+252.7% | $10,362+309.0% | $13,400+216.3% |