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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 | $15,336 | $166,268-90.8% | $165,100-90.7% | $145,897-89.5% |
| Participation rate | 95.7% | 82.0%+13.6pp | 78.6%+17.0pp | 80.3%+15.3pp |
| Annual return | -86.22% | 100.52%-186.7pp | 70.21%-156.4pp | 552.29%-638.5pp |
| Employer contribution / active EE | $13,046 | $5,284+146.9% | $4,348+200.0% | $4,663+179.8% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,048 | $16,659-69.7% | $12,696-60.2% | $13,390-62.3% |