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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 | $5,122 | $86,938-94.1% | $102,423-95.0% | $80,925-93.7% |
| Participation rate | 97.1% | 72.4%+24.8pp | 76.5%+20.6pp | 67.7%+29.5pp |
| Annual return | -110.83% | 18.89%-129.7pp | 29.42%-140.3pp | 35.65%-146.5pp |
| Employer contribution / active EE | $6,681 | $2,369+182.0% | $3,023+121.0% | $2,756+142.4% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,865 | $8,053-52.0% | $9,455-59.1% | $6,940-44.3% |