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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 | $7,285 | $76,551-90.5% | $123,894-94.1% | $62,881-88.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -110.24% | 18.68%-128.9pp | 47.52%-157.8pp | 20.14%-130.4pp |
| Employer contribution / active EE | $14,308 | $2,882+396.4% | $4,617+209.9% | $2,281+527.3% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,186 | $4,826+28.2% | $8,357-26.0% | $4,296+44.0% |