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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 | $11,822 | $69,012-82.9% | $160,009-92.6% | $68,486-82.7% |
| Participation rate | 97.0% | 65.4%+31.6pp | 78.0%+19.0pp | 67.9%+29.1pp |
| Annual return | -22.38% | -9.65%-12.7pp | 408.85%-431.2pp | -7.85%-14.5pp |
| Employer contribution / active EE | $3,207 | $2,212+44.9% | $4,225-24.1% | $2,597+23.5% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,183-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,344 | $4,798-72.0% | $8,715-84.6% | $5,404-75.1% |