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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 | $11,826 | $91,179-87.0% | $178,499-93.4% | $79,852-85.2% |
| Participation rate | 86.0% | 69.2%+16.8pp | 81.9%+4.0pp | 69.6%+16.3pp |
| Annual return | -0.25% | 24.19%-24.4pp | 151.10%-151.4pp | 31.72%-32.0pp |
| Employer contribution / active EE | $526 | $3,256-83.8% | $5,011-89.5% | $2,471-78.7% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $612 | $6,749-90.9% | $13,986-95.6% | $5,306-88.5% |