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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 | $14,162 | $76,696-81.5% | $96,538-85.3% | $71,529-80.2% |
| Participation rate | 98.3% | 66.6%+31.7pp | 74.3%+23.9pp | 67.9%+30.4pp |
| Annual return | -100.20% | 48.32%-148.5pp | 35.74%-135.9pp | 28.97%-129.2pp |
| Employer contribution / active EE | $14,314 | $3,032+372.2% | $3,740+282.7% | $2,590+452.7% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $14,305 | $2,030+604.8% | $6,737+112.3% | $1,588+800.6% |