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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 | $206 | $154,228-99.9% | $145,433-99.9% | $137,256-99.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -41.32% | 74.59%-115.9pp | 66.58%-107.9pp | 220.34%-261.7pp |
| Employer contribution / active EE | $1,670 | $4,804-65.2% | $4,554-63.3% | $4,156-59.8% |
| Participant deferral / active EE | $3,758 | $8,216-54.3% | $7,897-52.4% | $6,407-41.3% |
| Admin fee / account holder | $87,951 | $14,344+513.2% | $13,129+569.9% | $12,270+616.8% |