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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 | $9,418 | $95,979-90.2% | $74,551-87.4% | $135,380-93.0% |
| Participation rate | 94.1% | 75.7%+18.5pp | 69.1%+25.0pp | 82.6%+11.5pp |
| Annual return | -17.65% | 56.97%-74.6pp | 32.53%-50.2pp | 519.81%-537.5pp |
| Employer contribution / active EE | $1,656 | $2,716-39.0% | $1,961-15.6% | $4,779-65.3% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,507 | $6,522-76.9% | $5,059-70.2% | $10,828-86.1% |