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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 | $12,162 | $71,197-82.9% | $93,669-87.0% | $80,925-85.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | -109.66% | 11.27%-120.9pp | 133.59%-243.3pp | 35.65%-145.3pp |
| Employer contribution / active EE | $18,182 | $1,565+1062.0% | $2,424+650.2% | $2,756+559.7% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,234 | $6,959-82.3% | $8,291-85.1% | $6,940-82.2% |