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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 | $14,043 | $58,828-76.1% | $78,002-82.0% | $62,881-77.7% |
| Participation rate | 96.0% | 71.1%+24.9pp | 75.5%+20.5pp | 69.3%+26.7pp |
| Annual return | -35.54% | 17.16%-52.7pp | 425.99%-461.5pp | 20.14%-55.7pp |
| Employer contribution / active EE | $4,205 | $1,672+151.6% | $2,470+70.2% | $2,281+84.4% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,622 | $4,393-40.3% | $5,481-52.2% | $4,296-39.0% |