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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 | $12,219 | $71,230-82.8% | $93,727-87.0% | $80,959-84.9% |
| Participation rate | 95.0% | 60.4%+34.6pp | 68.7%+26.3pp | 67.7%+27.3pp |
| Annual return | -93.62% | 11.26%-104.9pp | 133.83%-227.5pp | 35.67%-129.3pp |
| Employer contribution / active EE | $15,765 | $1,565+907.2% | $2,421+551.1% | $2,757+471.8% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,054 | $6,961-56.1% | $8,292-63.2% | $6,925-55.9% |