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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 | $4,004 | $118,496-96.6% | $98,461-95.9% | $139,466-97.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | -198.30% | 18.96%-217.3pp | 21.17%-219.5pp | 373.66%-572.0pp |
| Employer contribution / active EE | $10,580 | $3,611+193.0% | $3,049+247.1% | $4,754+122.6% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3,329 | $14,056-76.3% | $8,961-62.8% | $11,409-70.8% |