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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 | $15,198 | $96,236-84.2% | $133,698-88.6% | $80,959-81.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.4%+23.6pp | 67.7%+32.3pp |
| Annual return | -13.93% | 28.74%-42.7pp | 580.90%-594.8pp | 35.67%-49.6pp |
| Employer contribution / active EE | $3,616 | $3,350+7.9% | $4,218-14.3% | $2,757+31.1% |
| Participant deferral / active EE | $0 | $5,709-100.0% | $7,016-100.0% | $4,300-100.0% |
| Admin fee / account holder | $795 | $8,250-90.4% | $6,703-88.1% | $6,925-88.5% |