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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 | $437 | $71,230-99.4% | $93,727-99.5% | $80,959-99.5% |
| Participation rate | 94.7% | 60.4%+34.3pp | 68.7%+26.0pp | 67.7%+27.1pp |
| Annual return | -153.23% | 11.26%-164.5pp | 133.83%-287.1pp | 35.67%-188.9pp |
| Employer contribution / active EE | $5,773 | $1,565+268.8% | $2,421+138.4% | $2,757+109.4% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,873 | $6,961-73.1% | $8,292-77.4% | $6,925-73.0% |