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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 | $63,845-97.5% | $81,370-98.1% | $80,959-98.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | -186.10% | 16.37%-202.5pp | 24.85%-210.9pp | 35.67%-221.8pp |
| Employer contribution / active EE | $6,169 | $1,980+211.6% | $2,464+150.4% | $2,757+123.7% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,701 | $5,688-70.1% | $5,749-70.4% | $6,925-75.4% |