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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 | $5,878 | $93,055-93.7% | $153,741-96.2% | $80,959-92.7% |
| Participation rate | 70.2% | 69.0%+1.2pp | 77.1%-6.9pp | 67.7%+2.5pp |
| Annual return | -142.76% | 19.97%-162.7pp | 15.71%-158.5pp | 35.67%-178.4pp |
| Employer contribution / active EE | $15,421 | $3,504+340.1% | $5,042+205.9% | $2,757+459.3% |
| Participant deferral / active EE | $0 | $5,172-100.0% | $6,757-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,177 | $8,881-7.9% | $12,749-35.9% | $6,925+18.1% |