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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 | $12,957 | $86,288-85.0% | $111,306-88.4% | $85,851-84.9% |
| Participation rate | 71.4% | 73.3%-1.9pp | 77.3%-5.9pp | 69.3%+2.1pp |
| Annual return | -134.17% | 19.99%-154.2pp | 54.67%-188.8pp | 318.63%-452.8pp |
| Employer contribution / active EE | $12,092 | $2,044+491.7% | $2,732+342.6% | $2,565+371.3% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,467 | $8,189-33.2% | $7,966-31.4% | $6,261-12.7% |