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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 | $2,477 | $100,139-97.5% | $85,187-97.1% | $145,884-98.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 3.53% | 84.15%-80.6pp | 66.67%-63.1pp | 551.85%-548.3pp |
| Employer contribution / active EE | $7,575 | $3,238+133.9% | $2,732+177.2% | $4,662+62.5% |
| Participant deferral / active EE | $1,378 | $5,296-74.0% | $4,525-69.5% | $6,690-79.4% |
| Admin fee / account holder | $888,728 | $7,262+12137.9% | $6,162+14323.0% | $13,392+6536.3% |