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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 | $1,954 | $65,378-97.0% | $87,103-97.8% | $65,186-97.0% |
| Participation rate | 98.2% | 75.3%+22.9pp | 76.9%+21.4pp | 70.2%+28.0pp |
| Annual return | -165.52% | 31.28%-196.8pp | 28.19%-193.7pp | 29.39%-194.9pp |
| Employer contribution / active EE | $10,924 | $1,823+499.3% | $2,521+333.2% | $2,177+401.8% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $5,205 | $520+901.3% | $7,491-30.5% | $847+514.4% |