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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 | $16,946 | $58,726-71.1% | $142,898-88.1% | $85,847-80.3% |
| Participation rate | 81.3% | 58.5%+22.8pp | 72.0%+9.3pp | 69.3%+11.9pp |
| Annual return | -25.93% | 27.73%-53.7pp | 5639.64%-5665.6pp | 318.61%-344.5pp |
| Employer contribution / active EE | $804 | $1,424-43.5% | $4,146-80.6% | $2,565-68.7% |
| Participant deferral / active EE | $0 | $2,609-100.0% | $3,838-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,295 | $4,234-69.4% | $6,560-80.3% | $6,261-79.3% |