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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 | $1,623 | $61,815-97.4% | $97,295-98.3% | $80,959-98.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | -944.11% | -558.73%-385.4pp | 75.62%-1019.7pp | 35.67%-979.8pp |
| Employer contribution / active EE | $17,618 | $1,836+859.3% | $2,723+547.0% | $2,757+539.0% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,264-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,522 | $5,166+26.3% | $5,646+15.5% | $6,925-5.8% |