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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 | $15,536 | $50,947-69.5% | $74,551-79.2% | $64,173-75.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -83.74% | -1.85%-81.9pp | 32.53%-116.3pp | 7.63%-91.4pp |
| Employer contribution / active EE | $11,844 | $1,115+961.8% | $1,961+504.0% | $2,381+397.5% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,985 | $4,221+41.8% | $5,059+18.3% | $4,887+22.4% |