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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 | $4,355 | $95,417-95.4% | $135,974-96.8% | $74,460-94.2% |
| Participation rate | 95.3% | 78.2%+17.1pp | 81.9%+13.4pp | 70.7%+24.5pp |
| Annual return | -113.18% | 32.76%-145.9pp | 68.30%-181.5pp | 34.38%-147.6pp |
| Employer contribution / active EE | $4,990 | $3,878+28.7% | $4,859+2.7% | $2,638+89.2% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $2,887 | $266+984.9% | $10,767-73.2% | $348+730.2% |