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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 | $9,312 | $94,031-90.1% | $115,768-92.0% | $82,448-88.7% |
| Participation rate | 93.5% | 70.4%+23.1pp | 74.4%+19.1pp | 68.1%+25.4pp |
| Annual return | -157.97% | 20.61%-178.6pp | 100.46%-258.4pp | 41.64%-199.6pp |
| Employer contribution / active EE | $15,235 | $2,323+555.7% | $2,940+418.2% | $2,551+497.2% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $23,709 | $10,249+131.3% | $12,439+90.6% | $7,234+227.7% |