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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 | $7,222 | $67,602-89.3% | $82,312-91.2% | $70,126-89.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | -150.38% | 21.57%-172.0pp | 25.88%-176.3pp | 73.15%-223.5pp |
| Employer contribution / active EE | $12,228 | $1,755+596.8% | $2,428+403.6% | $2,343+422.0% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,239 | $4,512-72.5% | $5,608-77.9% | $4,645-73.3% |