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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 | $21,299 | $113,941-81.3% | $94,229-77.4% | $125,389-83.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -4.95% | 5.29%-10.2pp | 10.68%-15.6pp | 282.24%-287.2pp |
| Employer contribution / active EE | $1,000 | $4,727-78.8% | $3,587-72.1% | $4,866-79.4% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $872 | $8,392-89.6% | $6,269-86.1% | $9,541-90.9% |