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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 | $81,504-99.1% | $102,437-99.3% | $80,959-99.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -189.34% | 25.60%-214.9pp | 24.95%-214.3pp | 35.67%-225.0pp |
| Employer contribution / active EE | $16,328 | $3,104+426.1% | $3,871+321.8% | $2,757+492.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $442,835 | $6,719+6490.4% | $8,388+5179.4% | $6,925+6294.4% |