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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 | $9,671 | $72,177-86.6% | $115,038-91.6% | $59,633-83.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -22.94% | 12.02%-35.0pp | 26.14%-49.1pp | 2041.45%-2064.4pp |
| Employer contribution / active EE | $1,961 | $2,841-31.0% | $4,608-57.4% | $2,203-11.0% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $616 | $4,927-87.5% | $8,175-92.5% | $4,297-85.7% |