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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 | $12,325 | $90,486-86.4% | $78,676-84.3% | $273,972-95.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -1.53% | 75.62%-77.2pp | 62.19%-63.7pp | 41.46%-43.0pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,240 | $3,901-68.2% | $3,517-64.7% | $5,287-76.5% |
| Admin fee / account holder | $25,285 | $5,263+380.4% | $4,510+460.6% | $10,133+149.5% |