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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 | $6,838 | $65,034-89.5% | $90,970-92.5% | $79,856-91.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | -192.16% | 30.45%-222.6pp | 134.60%-326.8pp | 31.71%-223.9pp |
| Employer contribution / active EE | $23,732 | $1,247+1802.5% | $2,122+1018.5% | $2,471+860.3% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,791 | $4,536+5.6% | $5,961-19.6% | $5,306-9.7% |