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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 | $19,999 | $89,367-77.6% | $141,191-85.8% | $72,975-72.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | -40.05% | 111.87%-151.9pp | 71.41%-111.5pp | 81.01%-121.1pp |
| Employer contribution / active EE | $10,364 | $3,115+232.7% | $4,736+118.8% | $2,440+324.7% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $365 | $5,957-93.9% | $10,264-96.4% | $5,124-92.9% |