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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 | $4,986 | $93,617-94.7% | $135,982-96.3% | $75,177-93.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | -152.41% | 30.89%-183.3pp | 68.32%-220.7pp | 160.75%-313.2pp |
| Employer contribution / active EE | $12,374 | $3,538+249.7% | $4,859+154.7% | $2,671+363.3% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,788 | $6,980-60.1% | $10,767-74.1% | $5,651-50.7% |