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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 | $5,734 | $98,766-94.2% | $149,730-96.2% | $79,852-92.8% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.5%+10.6pp | 69.6%+23.5pp |
| Annual return | -416.99% | 27.43%-444.4pp | 276.70%-693.7pp | 31.72%-448.7pp |
| Employer contribution / active EE | $20,333 | $3,217+532.1% | $4,645+337.7% | $2,471+722.8% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,504 | $6,052-9.1% | $9,310-40.9% | $5,306+3.7% |