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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 | $13,268 | $72,177-81.6% | $115,038-88.5% | $59,633-77.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -15.14% | 12.02%-27.2pp | 26.14%-41.3pp | 2041.45%-2056.6pp |
| Employer contribution / active EE | $1,852 | $2,841-34.8% | $4,608-59.8% | $2,203-15.9% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,050 | $4,927-78.7% | $8,175-87.2% | $4,297-75.6% |