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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 | $5,447 | $75,962-92.8% | $154,108-96.5% | $64,173-91.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -8.58% | 30.32%-38.9pp | 735.21%-743.8pp | 7.63%-16.2pp |
| Employer contribution / active EE | $3,199 | $3,350-4.5% | $5,298-39.6% | $2,381+34.4% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $682 | $5,589-87.8% | $13,411-94.9% | $4,887-86.0% |