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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 | $11,065 | $75,832-85.4% | $147,617-92.5% | $59,633-81.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -17.14% | 0.37%-17.5pp | 61.98%-79.1pp | 2041.45%-2058.6pp |
| Employer contribution / active EE | $3,087 | $3,485-11.4% | $5,564-44.5% | $2,203+40.1% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $371 | $5,986-93.8% | $11,612-96.8% | $4,297-91.4% |