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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 | $19,286 | $72,404-73.4% | $110,243-82.5% | $64,173-69.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -31.02% | -6.29%-24.7pp | 314.76%-345.8pp | 7.63%-38.7pp |
| Employer contribution / active EE | $2,241 | $2,282-1.8% | $3,827-41.4% | $2,381-5.9% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,363 | $5,664+12.3% | $8,548-25.6% | $4,887+30.2% |