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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 | $100,428 | $192,869-47.9% | $192,869-47.9% | $233,076-56.9% |
| Participation rate | 100.0% | 59.0%+41.0pp | 36.2%+63.8pp | 46.4%+53.6pp |
| Annual return | -12.23% | -0.47%-11.8pp | -0.77%-11.5pp | -82.66%+70.4pp |
| Employer contribution / active EE | $16,250 | $34,803-53.3% | $29,514-44.9% | $43,771-62.9% |
| Participant deferral / active EE | $18,500 | $37+50482.3% | $36+51386.9% | $103+17914.4% |
| Admin fee / account holder | $1,268 | $42,257-97.0% | $42,257-97.0% | $11,204-88.7% |