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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 | $16,020 | $65,364-75.5% | $92,909-82.8% | $72,975-78.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | -21.56% | 42.11%-63.7pp | 109.44%-131.0pp | 81.01%-102.6pp |
| Employer contribution / active EE | $7,111 | $2,594+174.1% | $3,653+94.6% | $2,440+191.4% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $837 | $4,251-80.3% | $5,795-85.6% | $5,124-83.7% |