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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 | $3,945 | $111,814-96.5% | $103,374-96.2% | $145,959-97.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.78% | 24.77%-20.0pp | 24.89%-20.1pp | 561.95%-557.2pp |
| Employer contribution / active EE | $1,667 | $4,214-60.4% | $3,869-56.9% | $4,661-64.2% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $40,926 | $9,754+319.6% | $8,394+387.6% | $13,398+205.5% |