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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 | $86,949-92.2% | $102,460-93.3% | $80,959-91.6% |
| Participation rate | 91.5% | 72.4%+19.1pp | 76.5%+15.0pp | 67.7%+23.9pp |
| Annual return | -91.81% | 18.89%-110.7pp | 29.47%-121.3pp | 35.67%-127.5pp |
| Employer contribution / active EE | $6,442 | $2,370+171.9% | $3,025+113.0% | $2,757+133.7% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,615 | $8,048-42.7% | $9,460-51.2% | $6,925-33.4% |