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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 | $61,755-97.4% | $97,161-98.3% | $80,911-98.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | -944.11% | -557.90%-386.2pp | 75.36%-1019.5pp | 35.63%-979.7pp |
| Employer contribution / active EE | $17,618 | $1,835+860.1% | $2,723+546.9% | $2,756+539.3% |
| Participant deferral / active EE | $0 | $3,026-100.0% | $4,265-100.0% | $4,297-100.0% |
| Admin fee / account holder | $6,522 | $5,166+26.2% | $5,647+15.5% | $6,935-6.0% |