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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 | $21,220 | $252,073-91.6% | $218,366-90.3% | $350,051-93.9% |
| Participation rate | 100.0% | 62.5%+37.5pp | 40.0%+60.0pp | 44.5%+55.5pp |
| Annual return | -103.25% | -8.69%-94.6pp | -9.12%-94.1pp | -14.65%-88.6pp |
| Employer contribution / active EE | $43,333 | $39,282+10.3% | $36,696+18.1% | $46,321-6.4% |
| Participant deferral / active EE | $0 | $76-100.0% | $72-100.0% | $60-100.0% |
| Admin fee / account holder | $9,377 | $4,699+99.6% | $3,602+160.4% | $14,582-35.7% |