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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 | $7,280 | $75,962-90.4% | $154,111-95.3% | $64,173-88.7% |
| Participation rate | 97.7% | 70.4%+27.3pp | 83.0%+14.7pp | 69.6%+28.2pp |
| Annual return | -185.32% | 30.32%-215.6pp | 735.18%-920.5pp | 7.63%-193.0pp |
| Employer contribution / active EE | $6,193 | $3,350+84.9% | $5,298+16.9% | $2,381+160.1% |
| Participant deferral / active EE | $2,399 | $3,175-24.4% | $5,081-52.8% | $3,470-30.8% |
| Admin fee / account holder | $433 | $5,589-92.2% | $13,411-96.8% | $4,887-91.1% |