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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 | $10,192 | $81,446-87.5% | $103,374-90.1% | $80,874-87.4% |
| Participation rate | 88.9% | 66.9%+22.0pp | 74.5%+14.4pp | 67.6%+21.2pp |
| Annual return | -68.51% | 25.57%-94.1pp | 24.89%-93.4pp | 35.62%-104.1pp |
| Employer contribution / active EE | $1,028 | $3,107-66.9% | $3,869-73.4% | $2,756-62.7% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $943 | $6,715-86.0% | $8,394-88.8% | $6,935-86.4% |