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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 | $11,525 | $58,493-80.3% | $84,023-86.3% | $72,976-84.2% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | -115.61% | 28.93%-144.5pp | 71.32%-186.9pp | 81.02%-196.6pp |
| Employer contribution / active EE | $18,129 | $1,163+1458.7% | $1,984+813.8% | $2,440+643.0% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $8,438 | $4,569+84.7% | $6,102+38.3% | $5,124+64.7% |