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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 | $11,096 | $52,678-78.9% | $75,784-85.4% | $59,633-81.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -77.50% | 2.95%-80.5pp | 9.68%-87.2pp | 2041.45%-2119.0pp |
| Employer contribution / active EE | $7,619 | $2,193+247.4% | $3,323+129.3% | $2,203+245.9% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,831 | $3,610+6.1% | $5,300-27.7% | $4,297-10.8% |