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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 | $8,997 | $91,559-90.2% | $133,971-93.3% | $79,852-88.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -23.32% | 61.85%-85.2pp | 45.09%-68.4pp | 31.72%-55.0pp |
| Employer contribution / active EE | $1,278 | $2,384-46.4% | $3,919-67.4% | $2,471-48.3% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $666 | $6,321-89.5% | $8,929-92.5% | $5,306-87.5% |