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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 | $8,855 | $94,031-90.6% | $115,768-92.4% | $82,448-89.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | -156.97% | 20.61%-177.6pp | 100.46%-257.4pp | 41.64%-198.6pp |
| Employer contribution / active EE | $16,004 | $2,323+588.8% | $2,940+444.4% | $2,551+527.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $12,542 | $10,249+22.4% | $12,439+0.8% | $7,234+73.4% |