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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 | $16,372 | $98,766-83.4% | $149,730-89.1% | $79,852-79.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -12.86% | 27.43%-40.3pp | 276.70%-289.6pp | 31.72%-44.6pp |
| Employer contribution / active EE | $2,442 | $3,217-24.1% | $4,645-47.4% | $2,471-1.2% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,939 | $6,052-68.0% | $9,310-79.2% | $5,306-63.5% |