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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 | $1,719 | $72,492-97.6% | $87,104-98.0% | $72,975-97.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | -215.42% | 24.46%-239.9pp | 28.19%-243.6pp | 81.01%-296.4pp |
| Employer contribution / active EE | $3,961 | $1,894+109.1% | $2,521+57.1% | $2,440+62.3% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,796 | $5,055-64.5% | $7,491-76.0% | $5,124-64.9% |