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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 | $10,014 | $153,311-93.5% | $109,313-90.8% | $273,972-96.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -1.04% | 29.86%-30.9pp | 22.07%-23.1pp | 41.46%-42.5pp |
| Employer contribution / active EE | $2,119 | $5,619-62.3% | $3,892-45.6% | $4,869-56.5% |
| Participant deferral / active EE | $2,119 | $3,932-46.1% | $3,166-33.1% | $5,287-59.9% |
| Admin fee / account holder | $139,329 | $8,076+1625.3% | $5,666+2358.8% | $10,133+1275.1% |