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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 | $7,997 | $63,809-87.5% | $81,353-90.2% | $80,935-90.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | -67.93% | 16.37%-84.3pp | 24.82%-92.7pp | 35.66%-103.6pp |
| Employer contribution / active EE | $4,839 | $1,981+144.3% | $2,464+96.4% | $2,757+75.5% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,299-100.0% |
| Admin fee / account holder | $21,351 | $5,686+275.5% | $5,766+270.3% | $6,924+208.3% |