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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 | $566 | $71,878-99.2% | $86,698-99.3% | $68,486-99.2% |
| Participation rate | 98.4% | 72.2%+26.2pp | 76.6%+21.8pp | 67.9%+30.5pp |
| Annual return | -581.88% | 3.53%-585.4pp | 35.95%-617.8pp | -7.85%-574.0pp |
| Employer contribution / active EE | $7,630 | $2,173+251.1% | $2,837+169.0% | $2,597+193.8% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,711 | $6,113-55.7% | $7,493-63.8% | $5,404-49.8% |