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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 | $10,093 | $100,805-90.0% | $86,698-88.4% | $134,532-92.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -35.62% | 29.09%-64.7pp | 35.95%-71.6pp | 418.27%-453.9pp |
| Employer contribution / active EE | $1,693 | $3,490-51.5% | $2,837-40.3% | $4,741-64.3% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $582 | $10,925-94.7% | $7,493-92.2% | $11,429-94.9% |