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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 | $18,062 | $89,364-79.8% | $141,177-87.2% | $72,983-75.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | -14.16% | 111.86%-126.0pp | 71.40%-85.6pp | 81.01%-95.2pp |
| Employer contribution / active EE | $3,825 | $3,115+22.8% | $4,736-19.2% | $2,440+56.8% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,075 | $5,959-65.2% | $10,263-79.8% | $5,124-59.5% |