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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 | $30 | $124,980-100.0% | $108,359-100.0% | $154,746-100.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | -53.20% | 45.00%-98.2pp | 36.89%-90.1pp | 172.34%-225.5pp |
| Employer contribution / active EE | $1,040 | $2,851-63.5% | $2,399-56.7% | $4,379-76.3% |
| Participant deferral / active EE | $4,363 | $4,743-8.0% | $4,137+5.5% | $6,730-35.2% |
| Admin fee / account holder | $108,780 | $11,502+845.8% | $9,741+1016.7% | $14,365+657.2% |