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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 | $17 | $56,894-100.0% | $84,753-100.0% | $62,881-100.0% |
| Participation rate | 97.6% | 68.5%+29.0pp | 76.6%+21.0pp | 69.3%+28.3pp |
| Annual return | -63000.00% | 6.30%-63006.3pp | 22.78%-63022.8pp | 20.14%-63020.1pp |
| Employer contribution / active EE | $12,354 | $2,400+414.8% | $3,574+245.6% | $2,281+441.6% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,212 | $3,581-38.2% | $5,333-58.5% | $4,296-48.5% |