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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 | $1,912 | $57,140-96.7% | $85,240-97.8% | $80,959-97.6% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | -164.71% | 21.71%-186.4pp | 66.75%-231.5pp | 35.67%-200.4pp |
| Employer contribution / active EE | $4,519 | $1,802+150.8% | $2,735+65.2% | $2,757+63.9% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,778 | $4,992-24.3% | $6,165-38.7% | $6,925-45.4% |