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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 | $6,941 | $78,423-91.1% | $95,964-92.8% | $79,856-91.3% |
| Participation rate | 96.8% | 73.5%+23.3pp | 77.1%+19.7pp | 69.6%+27.1pp |
| Annual return | -122.27% | 19.37%-141.6pp | 91.64%-213.9pp | 31.71%-154.0pp |
| Employer contribution / active EE | $12,913 | $1,945+563.8% | $2,541+408.1% | $2,471+422.5% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $5,219 | $5,622-7.2% | $6,797-23.2% | $5,306-1.7% |