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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 | $19,988 | $91,537-78.2% | $130,045-84.6% | $75,173-73.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 9.14% | -631.55%+640.7pp | -137.30%+146.4pp | 160.72%-151.6pp |
| Employer contribution / active EE | $3,409 | $2,845+19.8% | $4,321-21.1% | $2,671+27.6% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $862 | $6,780-87.3% | $10,600-91.9% | $5,651-84.7% |