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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 | $12,080 | $86,949-86.1% | $102,460-88.2% | $80,959-85.1% |
| Participation rate | 98.0% | 72.4%+25.7pp | 76.5%+21.5pp | 67.7%+30.4pp |
| Annual return | -84.32% | 18.89%-103.2pp | 29.47%-113.8pp | 35.67%-120.0pp |
| Employer contribution / active EE | $8,658 | $2,370+265.4% | $3,025+186.2% | $2,757+214.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,934 | $8,048-76.0% | $9,460-79.6% | $6,925-72.1% |