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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 | $64 | $102,609-99.9% | $98,090-99.9% | $138,895-100.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 7.95% | 36.44%-28.5pp | 37.05%-29.1pp | 145.39%-137.4pp |
| Employer contribution / active EE | $3,334 | $3,867-13.8% | $3,606-7.6% | $4,194-20.5% |
| Participant deferral / active EE | $7,106 | $8,167-13.0% | $7,845-9.4% | $6,396+11.1% |
| Admin fee / account holder | $327,191 | $11,434+2761.5% | $11,815+2669.3% | $12,562+2504.6% |