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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 | $13,562 | $56,054-75.8% | $171,082-92.1% | $62,881-78.4% |
| Participation rate | 96.2% | 62.9%+33.3pp | 76.7%+19.5pp | 69.3%+26.8pp |
| Annual return | -95.30% | 22.52%-117.8pp | 32.56%-127.9pp | 20.14%-115.4pp |
| Employer contribution / active EE | $18,733 | $1,731+982.2% | $4,002+368.1% | $2,281+721.3% |
| Participant deferral / active EE | $0 | $3,158-100.0% | $4,797-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,713 | $3,647+29.2% | $8,520-44.7% | $4,296+9.7% |