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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 | $12,385 | $156,616-92.1% | $133,346-90.7% | $198,609-93.8% |
| Participation rate | 91.7% | 77.7%+13.9pp | 72.8%+18.8pp | 82.4%+9.3pp |
| Annual return | -101.35% | 44.25%-145.6pp | 36.85%-138.2pp | 202.70%-304.0pp |
| Employer contribution / active EE | $13,770 | $3,368+308.9% | $2,853+382.6% | $5,055+172.4% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,616 | $17,468-85.0% | $14,264-81.7% | $19,030-86.3% |