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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 | $12,163 | $142,409-91.5% | $119,634-89.8% | $134,545-91.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -59.41% | -12.46%-47.0pp | -14.98%-44.4pp | 418.37%-477.8pp |
| Employer contribution / active EE | $10,000 | $5,224+91.4% | $4,232+136.3% | $4,742+110.9% |
| Participant deferral / active EE | $12,749 | $6,468+97.1% | $5,601+127.6% | $6,401+99.2% |
| Admin fee / account holder | $745 | $13,594-94.5% | $10,329-92.8% | $11,431-93.5% |