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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 | $16,707 | $93,617-82.2% | $135,982-87.7% | $75,177-77.8% |
| Participation rate | 97.6% | 75.2%+22.4pp | 81.9%+15.6pp | 67.2%+30.4pp |
| Annual return | -84.23% | 30.89%-115.1pp | 68.32%-152.6pp | 160.75%-245.0pp |
| Employer contribution / active EE | $16,942 | $3,538+378.8% | $4,859+248.7% | $2,671+534.3% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,336 | $6,980-66.5% | $10,767-78.3% | $5,651-58.7% |