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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 | $49,831 | $49,8310% | $218,366-77.2% | $107,032-53.4% |
| Participation rate | 100.0% | 20.0%+80.0pp | 40.0%+60.0pp | 9.9%+90.1pp |
| Annual return | -20.96% | -12.22%-8.7pp | -9.12%-11.8pp | -5.25%-15.7pp |
| Employer contribution / active EE | $6,084 | $7,394-17.7% | $36,696-83.4% | $15,161-59.9% |
| Participant deferral / active EE | $0 | $0 | $72-100.0% | $120-100.0% |
| Admin fee / account holder | $309 | $3090% | $3,602-91.4% | $3,859-92.0% |