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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 | $11,493 | $83,485-86.2% | $125,180-90.8% | $72,983-84.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | -80.37% | 25.78%-106.1pp | 43.79%-124.2pp | 81.01%-161.4pp |
| Employer contribution / active EE | $11,173 | $2,346+376.3% | $3,866+189.0% | $2,440+357.9% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6,156 | $5,518+11.6% | $9,703-36.6% | $5,124+20.1% |