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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 | $4,033 | $57,828-93.0% | $117,039-96.6% | $70,126-94.2% |
| Participation rate | 95.0% | 67.1%+27.9pp | 77.2%+17.8pp | 69.5%+25.5pp |
| Annual return | -376.43% | 17.55%-394.0pp | 18.95%-395.4pp | 73.15%-449.6pp |
| Employer contribution / active EE | $8,639 | $1,816+375.7% | $3,785+128.3% | $2,343+268.8% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $11,077 | $3,548+212.2% | $5,974+85.4% | $4,645+138.4% |