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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 | $12,848 | $124,330-89.7% | $109,173-88.2% | $167,536-92.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | -32.56% | 26.04%-58.6pp | 25.75%-58.3pp | 478.82%-511.4pp |
| Employer contribution / active EE | $6,136 | $4,209+45.8% | $3,723+64.8% | $4,839+26.8% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,917 | $7,974-76.0% | $6,755-71.6% | $12,315-84.4% |