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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 | $6,571 | $86,919-92.4% | $102,457-93.6% | $80,911-91.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | -310.12% | 18.90%-329.0pp | 29.41%-339.5pp | 35.63%-345.7pp |
| Employer contribution / active EE | $20,331 | $2,368+758.5% | $3,022+572.7% | $2,756+637.7% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $9,413 | $8,049+16.9% | $9,451-0.4% | $6,935+35.7% |