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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 | $15,801 | $72,273-78.1% | $101,275-84.4% | $79,856-80.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -107.03% | 22.30%-129.3pp | 46.48%-153.5pp | 31.71%-138.7pp |
| Employer contribution / active EE | $29,523 | $2,691+997.0% | $3,660+706.6% | $2,471+1094.7% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $7,826 | $4,401+77.8% | $5,948+31.6% | $5,306+47.5% |