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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 | $284 | $67,411-99.6% | $91,004-99.7% | $70,126-99.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | -350124.05% | -40.16%-350083.9pp | 4.60%-350128.6pp | 73.15%-350197.2pp |
| Employer contribution / active EE | $4,004 | $1,786+124.2% | $2,456+63.1% | $2,343+70.9% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $964 | $4,236-77.2% | $5,417-82.2% | $4,645-79.2% |