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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 | $6,822 | $86,922-92.2% | $102,438-93.3% | $80,874-91.6% |
| Participation rate | 91.5% | 72.4%+19.1pp | 76.5%+15.0pp | 67.6%+23.9pp |
| Annual return | -91.81% | 18.90%-110.7pp | 29.37%-121.2pp | 35.62%-127.4pp |
| Employer contribution / active EE | $6,442 | $2,369+171.9% | $3,024+113.1% | $2,756+133.8% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,615 | $8,050-42.7% | $9,448-51.1% | $6,935-33.5% |