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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 | $9,060 | $76,696-88.2% | $96,515-90.6% | $71,511-87.3% |
| Participation rate | 91.3% | 66.6%+24.7pp | 74.3%+16.9pp | 67.9%+23.3pp |
| Annual return | -102.05% | 48.32%-150.4pp | 35.73%-137.8pp | 28.86%-130.9pp |
| Employer contribution / active EE | $8,663 | $3,032+185.8% | $3,740+131.7% | $2,589+234.6% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $6,780 | $2,030+234.0% | $6,735+0.7% | $1,588+326.8% |