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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 | $12,022 | $113,338-89.4% | $94,993-87.3% | $147,586-91.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | -3.00% | 20.80%-23.8pp | 27.14%-30.1pp | 578.59%-581.6pp |
| Employer contribution / active EE | $1,500 | $3,160-52.5% | $2,603-42.4% | $4,876-69.2% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $25,817 | $6,063+325.8% | $4,960+420.5% | $10,886+137.2% |