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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 | $11,892 | $58,600-79.7% | $83,327-85.7% | $64,173-81.5% |
| Participation rate | 93.8% | 72.0%+21.7pp | 77.8%+16.0pp | 69.6%+24.2pp |
| Annual return | -122.44% | 9.66%-132.1pp | 10.64%-133.1pp | 7.63%-130.1pp |
| Employer contribution / active EE | $18,191 | $2,098+766.9% | $3,379+438.4% | $2,381+664.1% |
| Participant deferral / active EE | $0 | $4,656-100.0% | $5,565-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,469 | $9,282-62.6% | $7,540-54.0% | $4,887-29.0% |