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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 | $2,035 | $114,712-98.2% | $173,730-98.8% | $87,485-97.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | -173.50% | 20.18%-193.7pp | 19.96%-193.5pp | 26.06%-199.6pp |
| Employer contribution / active EE | $8,674 | $2,904+198.7% | $4,577+89.5% | $2,596+234.1% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $6,521 | $10,210-36.1% | $17,523-62.8% | $7,775-16.1% |