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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 | $14,179 | $80,983-82.5% | $96,544-85.3% | $75,177-81.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | -45.36% | 27.05%-72.4pp | 25.88%-71.2pp | 160.75%-206.1pp |
| Employer contribution / active EE | $5,405 | $2,282+136.8% | $2,966+82.2% | $2,671+102.3% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,606 | $6,717-76.1% | $8,254-80.5% | $5,651-71.6% |