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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 | $628 | $167,415-99.6% | $140,514-99.6% | $198,609-99.7% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 0.14% | 13.85%-13.7pp | 14.36%-14.2pp | 202.70%-202.6pp |
| Employer contribution / active EE | $1,911 | $4,088-53.3% | $3,378-43.4% | $5,055-62.2% |
| Participant deferral / active EE | $6,637 | $5,579+19.0% | $4,919+34.9% | $6,977-4.9% |
| Admin fee / account holder | $82,799 | $16,730+394.9% | $13,697+504.5% | $19,030+335.1% |