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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 | $25,358 | $136,307-81.4% | $106,619-76.2% | $273,972-90.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | -52.25% | 11.05%-63.3pp | 9.42%-61.7pp | 41.46%-93.7pp |
| Employer contribution / active EE | $41,551 | $5,190+700.6% | $3,947+952.8% | $4,869+753.4% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,864 | $8,625-43.6% | $6,418-24.2% | $10,133-52.0% |