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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 | $89,843 | $276,582-67.5% | $1,035,159-91.3% | $233,076-61.5% |
| Participation rate | 100.0% | 53.4%+46.6pp | 49.6%+50.4pp | 46.4%+53.6pp |
| Annual return | -8.79% | -68.32%+59.5pp | -61.72%+52.9pp | -82.67%+73.9pp |
| Employer contribution / active EE | $33,333 | $50,529-34.0% | $47,703-30.1% | $43,771-23.8% |
| Participant deferral / active EE | $0 | $121-100.0% | $135-100.0% | $103-100.0% |
| Admin fee / account holder | $8,893 | $5,930+50.0% | $5,792+53.5% | $11,204-20.6% |