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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 | $153 | $48,078-99.7% | $78,676-99.8% | $62,881-99.8% |
| Participation rate | 97.3% | 65.2%+32.1pp | 73.6%+23.7pp | 69.3%+28.0pp |
| Annual return | -105.98% | 31.36%-137.3pp | 62.19%-168.2pp | 20.14%-126.1pp |
| Employer contribution / active EE | $7,580 | $2,015+276.3% | $2,850+166.0% | $2,281+232.3% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,883 | $3,206+21.1% | $4,510-13.9% | $4,296-9.6% |