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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 | $126,661-99.5% | $113,397-99.4% | $138,895-99.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 0.14% | 25.05%-24.9pp | 23.20%-23.1pp | 145.39%-145.3pp |
| Employer contribution / active EE | $1,911 | $3,456-44.7% | $2,977-35.8% | $4,194-54.4% |
| Participant deferral / active EE | $6,637 | $5,693+16.6% | $5,076+30.7% | $6,396+3.8% |
| Admin fee / account holder | $82,799 | $14,549+469.1% | $11,957+592.5% | $12,562+559.1% |