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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 | $13,085 | $78,672-83.4% | $109,163-88.0% | $85,856-84.8% |
| Participation rate | 93.3% | 68.3%+25.0pp | 75.9%+17.4pp | 69.3%+23.9pp |
| Annual return | -77.99% | 25.09%-103.1pp | 25.75%-103.7pp | 318.58%-396.6pp |
| Employer contribution / active EE | $11,274 | $2,734+312.4% | $3,723+202.9% | $2,565+339.5% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,084 | $5,470+11.2% | $6,754-9.9% | $6,261-2.8% |