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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 | $12,972 | $59,111-78.1% | $86,451-85.0% | $68,490-81.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -35.76% | -0.22%-35.5pp | 4398.51%-4434.3pp | -7.85%-27.9pp |
| Employer contribution / active EE | $2,660 | $2,519+5.6% | $3,770-29.4% | $2,597+2.4% |
| Participant deferral / active EE | $6,451 | $5,900+9.3% | $6,953-7.2% | $4,028+60.2% |
| Admin fee / account holder | $1,385 | $5,640-75.5% | $6,734-79.4% | $5,403-74.4% |