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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 | $5,901 | $77,816-92.4% | $123,552-95.2% | $64,173-90.8% |
| Participation rate | 90.2% | 74.7%+15.5pp | 82.3%+7.9pp | 69.6%+20.6pp |
| Annual return | -227.83% | 12.49%-240.3pp | 119.20%-347.0pp | 7.63%-235.5pp |
| Employer contribution / active EE | $23,242 | $3,014+671.1% | $4,628+402.2% | $2,381+876.2% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7,280 | $5,519+31.9% | $9,285-21.6% | $4,887+49.0% |