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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 | $16,188 | $89,370-81.9% | $141,197-88.5% | $72,976-77.8% |
| Participation rate | 85.0% | 75.1%+9.9pp | 82.5%+2.5pp | 69.5%+15.5pp |
| Annual return | -92.30% | 111.88%-204.2pp | 71.41%-163.7pp | 81.02%-173.3pp |
| Employer contribution / active EE | $16,613 | $3,115+433.3% | $4,736+250.8% | $2,440+580.8% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $9,406 | $5,957+57.9% | $10,265-8.4% | $5,124+83.6% |