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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 | $9,094 | $54,370-83.3% | $82,763-89.0% | $68,490-86.7% |
| Participation rate | 91.5% | 63.9%+27.6pp | 72.6%+19.0pp | 67.9%+23.6pp |
| Annual return | -20.54% | -13.67%-6.9pp | 702.45%-723.0pp | -7.85%-12.7pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,166 | $3,247-33.3% | $4,395-50.7% | $4,028-46.2% |
| Admin fee / account holder | $2,619 | $4,398-40.5% | $5,325-50.8% | $5,403-51.5% |