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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 | $4,417 | $106,864-95.9% | $147,318-97.0% | $82,637-94.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | -71.64% | 27.49%-99.1pp | 70.43%-142.1pp | 53.51%-125.1pp |
| Employer contribution / active EE | $3,733 | $3,417+9.3% | $4,593-18.7% | $2,552+46.3% |
| Participant deferral / active EE | $0 | $6,496-100.0% | $7,906-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,578 | $8,415-69.4% | $13,708-81.2% | $7,339-64.9% |