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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 | $16,464 | $82,678-80.1% | $125,391-86.9% | $68,490-76.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -24.23% | -5.97%-18.3pp | 572.41%-596.6pp | -7.85%-16.4pp |
| Employer contribution / active EE | $1,844 | $3,382-45.5% | $4,816-61.7% | $2,597-29.0% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $596 | $6,277-90.5% | $10,009-94.0% | $5,403-89.0% |