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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 | $2,017 | $53,128-96.2% | $86,582-97.7% | $70,126-97.1% |
| Participation rate | 94.1% | 65.3%+28.8pp | 73.5%+20.6pp | 69.5%+24.6pp |
| Annual return | -2832.91% | 27.66%-2860.6pp | 965.08%-3798.0pp | 73.15%-2906.1pp |
| Employer contribution / active EE | $8,943 | $2,068+332.4% | $2,839+215.0% | $2,343+281.8% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,151 | $3,584-12.1% | $4,904-35.7% | $4,645-32.2% |