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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 | $26 | $71,230-100.0% | $93,727-100.0% | $80,959-100.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | -453.90% | 11.26%-465.2pp | 133.83%-587.7pp | 35.67%-489.6pp |
| Employer contribution / active EE | $11,221 | $1,565+616.9% | $2,421+363.4% | $2,757+307.0% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,284 | $6,961-81.6% | $8,292-84.5% | $6,925-81.5% |