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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 | $9,839 | $101,950-90.3% | $125,529-92.2% | $86,983-88.7% |
| Participation rate | 96.4% | 70.2%+26.2pp | 74.7%+21.6pp | 69.5%+26.8pp |
| Annual return | -52.22% | 18.29%-70.5pp | 202.56%-254.8pp | 25.83%-78.0pp |
| Employer contribution / active EE | $2,201 | $2,358-6.7% | $3,058-28.0% | $2,584-14.8% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $4,813-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,416 | $12,791-88.9% | $16,298-91.3% | $7,856-82.0% |