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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 | $4,284 | $57,541-92.6% | $95,759-95.5% | $75,177-94.3% |
| Participation rate | 87.9% | 62.5%+25.4pp | 72.3%+15.7pp | 67.2%+20.7pp |
| Annual return | -128.29% | 34.93%-163.2pp | 28.42%-156.7pp | 160.75%-289.0pp |
| Employer contribution / active EE | $4,892 | $1,808+170.6% | $2,836+72.5% | $2,671+83.1% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,244-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,254 | $4,099-20.6% | $5,678-42.7% | $5,651-42.4% |