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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 | $23,479 | $140,592-83.3% | $123,105-80.9% | $125,389-81.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -47.10% | 16.80%-63.9pp | 13.22%-60.3pp | 282.24%-329.3pp |
| Employer contribution / active EE | $14,019 | $6,041+132.1% | $5,151+172.2% | $4,866+188.1% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $8,000 | $11,198-28.6% | $9,014-11.3% | $9,541-16.2% |