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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 | $81,476-99.1% | $102,383-99.3% | $80,925-99.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -189.34% | 25.59%-214.9pp | 24.94%-214.3pp | 35.65%-225.0pp |
| Employer contribution / active EE | $16,328 | $3,105+425.9% | $3,870+321.9% | $2,756+492.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $442,835 | $6,717+6492.3% | $8,391+5177.3% | $6,940+6280.8% |