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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 | $12,670 | $79,961-84.2% | $98,462-87.1% | $75,177-83.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | -37.84% | 19.75%-57.6pp | 21.17%-59.0pp | 160.75%-198.6pp |
| Employer contribution / active EE | $4,157 | $2,264+83.6% | $3,049+36.4% | $2,671+55.6% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,273 | $6,842-81.4% | $8,875-85.7% | $5,651-77.5% |