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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 | $15,642 | $77,817-79.9% | $123,553-87.3% | $64,173-75.6% |
| Participation rate | 92.3% | 74.7%+17.6pp | 82.3%+10.0pp | 69.6%+22.7pp |
| Annual return | -92.68% | 12.49%-105.2pp | 119.21%-211.9pp | 7.63%-100.3pp |
| Employer contribution / active EE | $15,737 | $3,014+422.1% | $4,628+240.0% | $2,381+561.0% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $10,354 | $5,519+87.6% | $9,284+11.5% | $4,887+111.8% |