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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 | $18,108 | $82,678-78.1% | $125,391-85.6% | $68,490-73.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -24.99% | -5.97%-19.0pp | 572.41%-597.4pp | -7.85%-17.1pp |
| Employer contribution / active EE | $8,225 | $3,382+143.2% | $4,816+70.8% | $2,597+216.8% |
| Participant deferral / active EE | $18,456 | $6,111+202.0% | $7,448+147.8% | $4,028+358.2% |
| Admin fee / account holder | $4,526 | $6,277-27.9% | $10,009-54.8% | $5,403-16.2% |