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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 | $57,241 | $405,731-85.9% | $123,944-53.8% | $405,731-85.9% |
| Participation rate | 100.0% | 91.9%+8.1pp | 88.8%+11.2pp | 91.9%+8.1pp |
| Annual return | -19.80% | 4.30%-24.1pp | 2.93%-22.7pp | 4.30%-24.1pp |
| Employer contribution / active EE | $0 | $26,636-100.0% | $14,253-100.0% | $26,636-100.0% |
| Participant deferral / active EE | $0 | $5,788-100.0% | $5,343-100.0% | $5,788-100.0% |
| Admin fee / account holder | $10,313 | $12,997-20.7% | $1,883+447.8% | $12,997-20.7% |