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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 | $2,284 | $48,078-95.2% | $78,676-97.1% | $62,881-96.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | -226.12% | 31.36%-257.5pp | 62.19%-288.3pp | 20.14%-246.3pp |
| Employer contribution / active EE | $14,662 | $2,015+627.8% | $2,850+414.5% | $2,281+542.8% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,980 | $3,206+55.3% | $4,510+10.4% | $4,296+15.9% |