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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 | $5,641 | $71,872-92.2% | $86,691-93.5% | $68,495-91.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -127.93% | 3.53%-131.5pp | 35.94%-163.9pp | -7.84%-120.1pp |
| Employer contribution / active EE | $20,365 | $2,173+837.2% | $2,837+617.9% | $2,596+684.3% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,089 | $6,112+16.0% | $7,492-5.4% | $5,403+31.2% |