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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 | $7,543 | $56,544-86.7% | $75,501-90.0% | $70,126-89.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | -92.19% | 23.59%-115.8pp | 27.35%-119.5pp | 73.15%-165.3pp |
| Employer contribution / active EE | $7,009 | $1,817+285.9% | $2,352+198.0% | $2,343+199.2% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,898 | $3,827-24.3% | $5,801-50.0% | $4,645-37.6% |