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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 | $7,825 | $45,087-82.6% | $69,483-88.7% | $72,976-89.3% |
| Participation rate | 88.9% | 68.5%+20.4pp | 74.6%+14.3pp | 69.5%+19.4pp |
| Annual return | -68.75% | 22.67%-91.4pp | 28.99%-97.7pp | 81.02%-149.8pp |
| Employer contribution / active EE | $10,217 | $2,055+397.1% | $2,780+267.6% | $2,440+318.7% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $730 | $3,057-76.1% | $3,841-81.0% | $5,124-85.8% |