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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 | $21,709 | $93,617-76.8% | $135,982-84.0% | $75,177-71.1% |
| Participation rate | 97.5% | 75.2%+22.3pp | 81.9%+15.6pp | 67.2%+30.3pp |
| Annual return | -63.57% | 30.89%-94.5pp | 68.32%-131.9pp | 160.75%-224.3pp |
| Employer contribution / active EE | $7,342 | $3,538+107.5% | $4,859+51.1% | $2,671+174.9% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,164 | $6,980+2.6% | $10,767-33.5% | $5,651+26.8% |