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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 | $6,996 | $99,032-92.9% | $80,022-91.3% | $135,380-94.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -42.24% | 15.39%-57.6pp | 11.22%-53.5pp | 519.81%-562.0pp |
| Employer contribution / active EE | $6,390 | $3,043+110.0% | $2,468+158.9% | $4,779+33.7% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $507 | $10,436-95.1% | $6,521-92.2% | $10,828-95.3% |