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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 | $15,037 | $64,359-76.6% | $90,161-83.3% | $70,126-78.6% |
| Participation rate | 83.9% | 70.4%+13.4pp | 76.9%+7.0pp | 69.5%+14.3pp |
| Annual return | -94.89% | 28.13%-123.0pp | 34.89%-129.8pp | 73.15%-168.0pp |
| Employer contribution / active EE | $18,308 | $2,046+795.0% | $3,318+451.8% | $2,343+681.5% |
| Participant deferral / active EE | $0 | $4,389-100.0% | $5,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,459 | $3,945-12.3% | $5,943-41.8% | $4,645-25.5% |