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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 | $7,055 | $89,367-92.1% | $141,191-95.0% | $72,975-90.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | -25.22% | 111.87%-137.1pp | 71.41%-96.6pp | 81.01%-106.2pp |
| Employer contribution / active EE | $970 | $3,115-68.9% | $4,736-79.5% | $2,440-60.2% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $445 | $5,957-92.5% | $10,264-95.7% | $5,124-91.3% |