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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 | $15,386 | $72,486-78.8% | $87,103-82.3% | $72,976-78.9% |
| Participation rate | 98.0% | 72.8%+25.2pp | 76.9%+21.1pp | 69.5%+28.5pp |
| Annual return | -62.36% | 24.46%-86.8pp | 28.19%-90.6pp | 81.02%-143.4pp |
| Employer contribution / active EE | $3,840 | $1,894+102.8% | $2,521+52.3% | $2,440+57.4% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,696 | $5,055-66.4% | $7,491-77.4% | $5,124-66.9% |