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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 | $21,275 | $93,589-77.3% | $135,942-84.4% | $75,181-71.7% |
| Participation rate | 97.4% | 75.2%+22.2pp | 81.9%+15.5pp | 67.2%+30.2pp |
| Annual return | -72.50% | 30.90%-103.4pp | 68.28%-140.8pp | 160.69%-233.2pp |
| Employer contribution / active EE | $15,031 | $3,537+324.9% | $4,858+209.4% | $2,671+462.8% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,089 | $6,977-55.7% | $10,764-71.3% | $5,650-45.3% |