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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 | $12,886 | $44,850-71.3% | $60,547-78.7% | $59,633-78.4% |
| Participation rate | 94.1% | 59.5%+34.6pp | 68.0%+26.2pp | 68.7%+25.4pp |
| Annual return | -10.91% | 1074.14%-1085.1pp | 335.64%-346.6pp | 2041.45%-2052.4pp |
| Employer contribution / active EE | $2,243 | $1,462+53.4% | $2,419-7.3% | $2,203+1.8% |
| Participant deferral / active EE | $0 | $2,230-100.0% | $3,328-100.0% | $3,192-100.0% |
| Admin fee / account holder | $735 | $3,635-79.8% | $4,536-83.8% | $4,297-82.9% |