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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 | $12,268 | $58,828-79.1% | $78,002-84.3% | $62,881-80.5% |
| Participation rate | 96.6% | 71.1%+25.6pp | 75.5%+21.1pp | 69.3%+27.3pp |
| Annual return | -39.33% | 17.16%-56.5pp | 425.99%-465.3pp | 20.14%-59.5pp |
| Employer contribution / active EE | $5,647 | $1,672+237.8% | $2,470+128.6% | $2,281+147.6% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,918 | $4,393-33.6% | $5,481-46.8% | $4,296-32.1% |