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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 | $1,032 | $54,763-98.1% | $90,324-98.9% | $72,976-98.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | -705.98% | 30.63%-736.6pp | 78.15%-784.1pp | 81.02%-787.0pp |
| Employer contribution / active EE | $10,646 | $2,093+408.6% | $2,856+272.8% | $2,440+336.3% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,490 | $3,973+13.0% | $5,356-16.2% | $5,124-12.4% |