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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 | $1,241 | $86,294-98.6% | $111,303-98.9% | $85,856-98.6% |
| Participation rate | 98.6% | 73.3%+25.2pp | 77.3%+21.2pp | 69.3%+29.2pp |
| Annual return | -605.34% | 19.99%-625.3pp | 54.66%-660.0pp | 318.58%-923.9pp |
| Employer contribution / active EE | $7,070 | $2,043+246.0% | $2,731+158.9% | $2,565+175.6% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,613 | $8,189-68.1% | $7,966-67.2% | $6,261-58.3% |