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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 | $1,789 | $81,446-97.8% | $103,374-98.3% | $80,874-97.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | -202.54% | 25.57%-228.1pp | 24.89%-227.4pp | 35.62%-238.2pp |
| Employer contribution / active EE | $12,558 | $3,107+304.2% | $3,869+224.6% | $2,756+355.7% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,190 | $6,715-52.5% | $8,394-62.0% | $6,935-54.0% |