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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 | $30,256 | $138,385-78.1% | $184,243-83.6% | $80,925-62.6% |
| Participation rate | 94.9% | 83.9%+11.0pp | 86.8%+8.0pp | 67.7%+27.2pp |
| Annual return | -46.95% | 20.02%-67.0pp | 28.82%-75.8pp | 35.65%-82.6pp |
| Employer contribution / active EE | $10,539 | $4,851+117.3% | $6,427+64.0% | $2,756+282.4% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,352 | $10,489-39.4% | $13,914-54.3% | $6,940-8.5% |