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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 | $12,201 | $78,670-84.5% | $109,173-88.8% | $85,847-85.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | -24.76% | 25.09%-49.9pp | 25.75%-50.5pp | 318.61%-343.4pp |
| Employer contribution / active EE | $4,341 | $2,734+58.8% | $3,723+16.6% | $2,565+69.2% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $378 | $5,469-93.1% | $6,755-94.4% | $6,261-94.0% |