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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 | $6,674 | $70,418-90.5% | $96,570-93.1% | $85,847-92.2% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | -118.86% | 18.59%-137.5pp | 37.79%-156.7pp | 318.61%-437.5pp |
| Employer contribution / active EE | $11,909 | $1,413+742.7% | $2,357+405.2% | $2,565+364.2% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,108 | $4,995-57.8% | $6,182-65.9% | $6,261-66.3% |