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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 | $9,886 | $45,152-78.1% | $73,845-86.6% | $59,632-83.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -10.18% | 27.40%-37.6pp | 2267.91%-2278.1pp | 2041.32%-2051.5pp |
| Employer contribution / active EE | $1,778 | $1,902-6.5% | $2,788-36.2% | $2,203-19.3% |
| Participant deferral / active EE | $0 | $2,574-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $926 | $3,516-73.7% | $4,881-81.0% | $4,297-78.4% |