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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 | $223,823-100.0% | $211,142-100.0% | $154,746-100.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | -121.65% | 50.39%-172.0pp | 46.84%-168.5pp | 172.34%-294.0pp |
| Employer contribution / active EE | $3,987 | $6,787-41.2% | $6,442-38.1% | $4,379-8.9% |
| Participant deferral / active EE | $7,753 | $9,750-20.5% | $9,284-16.5% | $6,730+15.2% |
| Admin fee / account holder | $940 | $19,707-95.2% | $19,076-95.1% | $14,365-93.5% |