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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 | $438 | $87,059-99.5% | $105,608-99.6% | $80,925-99.5% |
| Participation rate | 95.2% | 70.4%+24.8pp | 75.3%+20.0pp | 67.7%+27.6pp |
| Annual return | -549.85% | 17.05%-566.9pp | 116.50%-666.3pp | 35.65%-585.5pp |
| Employer contribution / active EE | $8,589 | $2,396+258.4% | $3,167+171.2% | $2,756+211.6% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,042 | $8,443-75.8% | $11,028-81.5% | $6,940-70.6% |