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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 | $1,900 | $57,541-96.7% | $95,728-98.0% | $75,181-97.5% |
| Participation rate | 98.1% | 62.5%+35.6pp | 72.3%+25.9pp | 67.2%+30.9pp |
| Annual return | -122.81% | 34.93%-157.7pp | 28.40%-151.2pp | 160.69%-283.5pp |
| Employer contribution / active EE | $18,400 | $1,808+917.9% | $2,835+549.0% | $2,671+589.0% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,245-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,154 | $4,099+74.6% | $5,673+26.1% | $5,650+26.6% |