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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 | $12,171 | $80,983-85.0% | $96,544-87.4% | $75,177-83.8% |
| Participation rate | 98.1% | 71.8%+26.4pp | 76.0%+22.2pp | 67.2%+30.9pp |
| Annual return | -69.25% | 27.05%-96.3pp | 25.88%-95.1pp | 160.75%-230.0pp |
| Employer contribution / active EE | $5,778 | $2,282+153.1% | $2,966+94.8% | $2,671+116.3% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,177 | $6,717-67.6% | $8,254-73.6% | $5,651-61.5% |