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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 | $13,112 | $77,638-83.1% | $156,551-91.6% | $62,881-79.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -5.30% | 50.33%-55.6pp | 32.23%-37.5pp | 20.14%-25.4pp |
| Employer contribution / active EE | $2,671 | $3,444-22.5% | $5,501-51.5% | $2,281+17.1% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $917 | $5,561-83.5% | $13,028-93.0% | $4,296-78.6% |