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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 | $11,203 | $81,487-86.3% | $102,412-89.1% | $80,935-86.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -88.15% | 25.60%-113.7pp | 24.94%-113.1pp | 35.66%-123.8pp |
| Employer contribution / active EE | $12,898 | $3,103+315.7% | $3,870+233.3% | $2,757+367.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,531 | $6,717-47.4% | $8,388-57.9% | $6,924-49.0% |