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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 | $13,090 | $65,367-80.0% | $92,915-85.9% | $72,976-82.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | -51.76% | 42.11%-93.9pp | 109.45%-161.2pp | 81.02%-132.8pp |
| Employer contribution / active EE | $8,049 | $2,594+210.3% | $3,653+120.3% | $2,440+229.9% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,403 | $4,251-67.0% | $5,796-75.8% | $5,124-72.6% |