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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 | $17,182 | $76,551-77.6% | $123,894-86.1% | $62,881-72.7% |
| Participation rate | 87.5% | 73.0%+14.5pp | 81.4%+6.1pp | 69.3%+18.2pp |
| Annual return | -66.83% | 18.68%-85.5pp | 47.52%-114.3pp | 20.14%-87.0pp |
| Employer contribution / active EE | $8,578 | $2,882+197.6% | $4,617+85.8% | $2,281+276.1% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,222 | $4,826-54.0% | $8,357-73.4% | $4,296-48.3% |