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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 | $0 | $81,870-100.0% | $119,622-100.0% | $68,486-100.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -118919.68% | -23.82%-118895.9pp | -14.98%-118904.7pp | -7.85%-118911.8pp |
| Employer contribution / active EE | $5,015 | $2,692+86.3% | $4,232+18.5% | $2,597+93.1% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $897 | $6,583-86.4% | $10,328-91.3% | $5,404-83.4% |