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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 | $6,701 | $101,063-93.4% | $81,473-91.8% | $147,586-95.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 4.22% | 32.41%-28.2pp | 38.78%-34.6pp | 578.59%-574.4pp |
| Employer contribution / active EE | $2,152 | $3,206-32.9% | $2,568-16.2% | $4,876-55.9% |
| Participant deferral / active EE | $2,718 | $4,242-35.9% | $3,537-23.2% | $5,439-50.0% |
| Admin fee / account holder | $1,384 | $5,812-76.2% | $4,561-69.7% | $10,886-87.3% |