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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 | $9,000 | $117,859-92.4% | $102,438-91.2% | $145,959-93.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -103.81% | 31.72%-135.5pp | 29.37%-133.2pp | 561.95%-665.8pp |
| Employer contribution / active EE | $17,262 | $3,615+377.5% | $3,024+470.9% | $4,661+270.4% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,689-100.0% |
| Admin fee / account holder | $10,854 | $13,318-18.5% | $9,448+14.9% | $13,398-19.0% |