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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 | $1,648 | $57,590-97.1% | $86,233-98.1% | $82,448-98.0% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | -214.04% | 22.41%-236.5pp | 61.39%-275.4pp | 41.64%-255.7pp |
| Employer contribution / active EE | $3,593 | $1,655+117.1% | $2,504+43.5% | $2,551+40.9% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,793 | $4,730-41.0% | $8,342-66.5% | $7,234-61.4% |