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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 | $9,926 | $59,819-83.4% | $79,583-87.5% | $68,490-85.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -50.70% | -12.30%-38.4pp | 0.16%-50.9pp | -7.85%-42.8pp |
| Employer contribution / active EE | $11,686 | $1,505+676.3% | $2,414+384.2% | $2,597+350.0% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,775 | $4,835-63.3% | $6,835-74.0% | $5,403-67.2% |