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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 | $8,009 | $65,566-87.8% | $86,235-90.7% | $75,177-89.3% |
| Participation rate | 95.5% | 60.5%+35.0pp | 69.0%+26.6pp | 67.2%+28.3pp |
| Annual return | -91.46% | 46.07%-137.5pp | 1170.03%-1261.5pp | 160.75%-252.2pp |
| Employer contribution / active EE | $4,927 | $1,553+217.2% | $2,381+106.9% | $2,671+84.5% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,941 | $5,470-64.5% | $6,856-71.7% | $5,651-65.7% |