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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 | $7,849 | $165,939-95.3% | $122,354-93.6% | $147,586-94.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 5.37% | 34.56%-29.2pp | 30.28%-24.9pp | 578.59%-573.2pp |
| Employer contribution / active EE | $283 | $5,754-95.1% | $4,051-93.0% | $4,876-94.2% |
| Participant deferral / active EE | $283 | $4,005-92.9% | $3,287-91.4% | $5,439-94.8% |
| Admin fee / account holder | $22,066 | $7,425+197.2% | $5,479+302.7% | $10,886+102.7% |