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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 | $12,711 | $152,612-91.7% | $125,192-89.8% | $152,897-91.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 1.17% | 54.85%-53.7pp | 43.79%-42.6pp | 345.43%-344.3pp |
| Employer contribution / active EE | $1,287 | $4,947-74.0% | $3,866-66.7% | $4,764-73.0% |
| Participant deferral / active EE | $6,333 | $5,868+7.9% | $4,937+28.3% | $5,851+8.2% |
| Admin fee / account holder | $40,000 | $13,437+197.7% | $9,704+312.2% | $11,599+244.8% |