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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 | $25,619 | $91,536-72.0% | $130,062-80.3% | $75,177-65.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 3.93% | -631.62%+635.5pp | -137.37%+141.3pp | 160.75%-156.8pp |
| Employer contribution / active EE | $4,933 | $2,845+73.4% | $4,322+14.1% | $2,671+84.7% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $875 | $6,780-87.1% | $10,601-91.7% | $5,651-84.5% |