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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 | $16,252 | $73,988-78.0% | $96,538-83.2% | $75,177-78.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | -114.11% | 26.73%-140.8pp | 35.74%-149.8pp | 160.75%-274.9pp |
| Employer contribution / active EE | $18,590 | $2,930+534.4% | $3,740+397.0% | $2,671+596.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,788 | $5,220-65.8% | $6,737-73.5% | $5,651-68.4% |