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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 | $8,971 | $91,179-90.2% | $178,499-95.0% | $79,852-88.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | -1.05% | 24.19%-25.2pp | 151.10%-152.2pp | 31.72%-32.8pp |
| Employer contribution / active EE | $2,634 | $3,256-19.1% | $5,011-47.4% | $2,471+6.6% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,344 | $6,749-80.1% | $13,986-90.4% | $5,306-74.7% |