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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 | $8,259 | $157,304-94.7% | $141,197-94.2% | $152,909-94.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 8.90% | 64.34%-55.4pp | 71.41%-62.5pp | 345.46%-336.6pp |
| Employer contribution / active EE | $2,219 | $5,263-57.8% | $4,736-53.2% | $4,764-53.4% |
| Participant deferral / active EE | $3,909 | $7,111-45.0% | $6,710-41.7% | $5,851-33.2% |
| Admin fee / account holder | $54,882 | $12,126+352.6% | $10,265+434.7% | $11,601+373.1% |