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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 | $21,052 | $131,835-84.0% | $108,582-80.6% | $273,972-92.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -4.73% | -91.57%+86.8pp | -51.70%+47.0pp | 41.46%-46.2pp |
| Employer contribution / active EE | $1,000 | $4,913-79.6% | $3,758-73.4% | $4,869-79.5% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $13,249 | $10,253+29.2% | $7,645+73.3% | $10,133+30.8% |