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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 | $22,326 | $85,766-74.0% | $136,298-83.6% | $70,126-68.2% |
| Participation rate | 97.1% | 74.2%+23.0pp | 81.9%+15.2pp | 69.5%+27.6pp |
| Annual return | -1.36% | 31.46%-32.8pp | 5156.27%-5157.6pp | 73.15%-74.5pp |
| Employer contribution / active EE | $4,319 | $2,966+45.6% | $4,696-8.0% | $2,343+84.4% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,759 | $5,421-67.6% | $9,244-81.0% | $4,645-62.1% |