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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 | $572 | $86,938-99.3% | $102,423-99.4% | $80,925-99.3% |
| Participation rate | 97.7% | 72.4%+25.3pp | 76.5%+21.2pp | 67.7%+30.1pp |
| Annual return | -917.81% | 18.89%-936.7pp | 29.42%-947.2pp | 35.65%-953.5pp |
| Employer contribution / active EE | $5,550 | $2,369+134.3% | $3,023+83.6% | $2,756+101.4% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,726 | $8,053-78.6% | $9,455-81.7% | $6,940-75.1% |