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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 | $136,860-99.5% | $120,344-99.5% | $154,746-99.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 0.14% | 21.38%-21.2pp | 20.30%-20.2pp | 172.34%-172.2pp |
| Employer contribution / active EE | $1,911 | $3,533-45.9% | $3,020-36.7% | $4,379-56.4% |
| Participant deferral / active EE | $6,637 | $5,793+14.6% | $5,135+29.2% | $6,730-1.4% |
| Admin fee / account holder | $82,799 | $15,393+437.9% | $12,742+549.8% | $14,365+476.4% |