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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 | $11,389 | $63,365-82.0% | $91,994-87.6% | $72,976-84.4% |
| Participation rate | 94.1% | 72.5%+21.6pp | 78.6%+15.5pp | 69.5%+24.6pp |
| Annual return | -120.53% | 35.35%-155.9pp | 69.04%-189.6pp | 81.02%-201.5pp |
| Employer contribution / active EE | $15,010 | $2,116+609.5% | $3,453+334.7% | $2,440+515.1% |
| Participant deferral / active EE | $0 | $4,883-100.0% | $5,924-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,364 | $4,670-28.0% | $7,744-56.6% | $5,124-34.4% |