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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 | $11,491 | $102,422-88.8% | $147,117-92.2% | $80,959-85.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -17.28% | 135.16%-152.4pp | 420.54%-437.8pp | 35.67%-53.0pp |
| Employer contribution / active EE | $3,011 | $3,717-19.0% | $4,932-38.9% | $2,757+9.2% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $957 | $7,953-88.0% | $12,993-92.6% | $6,925-86.2% |