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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 | $12,225 | $53,128-77.0% | $86,582-85.9% | $70,126-82.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | -37.07% | 27.66%-64.7pp | 965.08%-1002.2pp | 73.15%-110.2pp |
| Employer contribution / active EE | $1,024 | $2,068-50.5% | $2,839-63.9% | $2,343-56.3% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $802 | $3,584-77.6% | $4,904-83.7% | $4,645-82.7% |