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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 | $9,205 | $76,551-88.0% | $123,894-92.6% | $62,881-85.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -9621.17% | 18.68%-9639.8pp | 47.52%-9668.7pp | 20.14%-9641.3pp |
| Employer contribution / active EE | $16,374 | $2,882+468.1% | $4,617+254.7% | $2,281+617.9% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,425 | $4,826-8.3% | $8,357-47.0% | $4,296+3.0% |