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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 | $24,115 | $105,210-77.1% | $159,487-84.9% | $85,851-71.9% |
| Participation rate | 90.4% | 75.8%+14.6pp | 82.8%+7.6pp | 69.3%+21.1pp |
| Annual return | -61.63% | 45.08%-106.7pp | 263.71%-325.3pp | 318.63%-380.3pp |
| Employer contribution / active EE | $17,497 | $3,319+427.1% | $4,831+262.2% | $2,565+582.0% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,772 | $6,934-31.2% | $10,804-55.8% | $6,261-23.8% |