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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 | $6,848 | $225,673-97.0% | $203,872-96.6% | $155,188-95.6% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 1.96% | 95.91%-94.0pp | 85.11%-83.2pp | 148.84%-146.9pp |
| Employer contribution / active EE | $2,380 | $4,099-41.9% | $3,757-36.7% | $4,248-44.0% |
| Participant deferral / active EE | $61,000 | $6,893+784.9% | $6,388+855.0% | $6,531+834.0% |
| Admin fee / account holder | $673,253 | $12,327+5361.6% | $11,730+5639.4% | $14,480+4549.6% |