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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 | $1,566 | $64,517-97.6% | $81,438-98.1% | $80,874-98.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | -186.10% | 16.35%-202.4pp | 24.74%-210.8pp | 35.62%-221.7pp |
| Employer contribution / active EE | $6,169 | $1,982+211.3% | $2,460+150.7% | $2,756+123.9% |
| Participant deferral / active EE | $0 | $3,096-100.0% | $3,883-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,701 | $5,677-70.0% | $5,764-70.5% | $6,935-75.5% |