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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 | $5,135 | $80,983-93.7% | $96,544-94.7% | $75,177-93.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | -262.33% | 27.05%-289.4pp | 25.88%-288.2pp | 160.75%-423.1pp |
| Employer contribution / active EE | $21,058 | $2,282+822.6% | $2,966+609.9% | $2,671+688.4% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,109 | $6,717+35.6% | $8,254+10.4% | $5,651+61.2% |