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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 | $20,778 | $281,394-92.6% | $270,125-92.3% | $350,408-94.1% |
| Participation rate | 100.0% | 44.3%+55.7pp | 35.7%+64.3pp | 44.4%+55.6pp |
| Annual return | -67.55% | -41.91%-25.6pp | -38.85%-28.7pp | -14.65%-52.9pp |
| Employer contribution / active EE | $15,496 | $40,094-61.4% | $37,752-59.0% | $46,317-66.5% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $544 | $15,763-96.5% | $16,942-96.8% | $14,631-96.3% |