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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 | $4,855 | $62,583-92.2% | $76,767-93.7% | $64,173-92.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -96.25% | -1.95%-94.3pp | 2.43%-98.7pp | 7.63%-103.9pp |
| Employer contribution / active EE | $5,236 | $1,832+185.8% | $2,485+110.7% | $2,381+119.9% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,555 | $4,667-66.7% | $6,675-76.7% | $4,887-68.2% |