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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 | $5,108 | $62,583-91.8% | $76,767-93.3% | $64,173-92.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -145.98% | -1.95%-144.0pp | 2.43%-148.4pp | 7.63%-153.6pp |
| Employer contribution / active EE | $9,282 | $1,832+406.6% | $2,485+273.5% | $2,381+289.9% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,094 | $4,667-55.1% | $6,675-68.6% | $4,887-57.1% |