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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 | $5,857 | $78,520-92.5% | $96,576-93.9% | $82,448-92.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -106.55% | 41.30%-147.8pp | 38.47%-145.0pp | 41.64%-148.2pp |
| Employer contribution / active EE | $10,720 | $2,630+307.7% | $3,553+201.7% | $2,551+320.2% |
| Participant deferral / active EE | $0 | $6,754-100.0% | $7,956-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,896 | $13,455-63.6% | $11,381-57.0% | $7,234-32.3% |