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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 | $726 | $81,446-99.1% | $103,374-99.3% | $80,874-99.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | -189.34% | 25.57%-214.9pp | 24.89%-214.2pp | 35.62%-225.0pp |
| Employer contribution / active EE | $16,328 | $3,107+425.5% | $3,869+322.0% | $2,756+492.5% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $442,835 | $6,715+6494.9% | $8,394+5175.6% | $6,935+6285.3% |