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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 | $11,385 | $91,536-87.6% | $130,062-91.2% | $75,177-84.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 7.04% | -631.62%+638.7pp | -137.37%+144.4pp | 160.75%-153.7pp |
| Employer contribution / active EE | $5,162 | $2,845+81.4% | $4,322+19.4% | $2,671+93.3% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $452 | $6,780-93.3% | $10,601-95.7% | $5,651-92.0% |