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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 | $11,306 | $73,787-84.7% | $98,716-88.5% | $82,448-86.3% |
| Participation rate | 98.1% | 61.4%+36.7pp | 69.3%+28.8pp | 68.1%+30.0pp |
| Annual return | -121.88% | 18.57%-140.4pp | 31.81%-153.7pp | 41.64%-163.5pp |
| Employer contribution / active EE | $19,301 | $1,511+1177.2% | $2,279+747.1% | $2,551+656.6% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,173 | $6,500-51.2% | $8,703-63.5% | $7,234-56.1% |