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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 | $16,276 | $72,273-77.5% | $101,275-83.9% | $79,856-79.6% |
| Participation rate | 97.2% | 68.5%+28.8pp | 75.8%+21.4pp | 69.6%+27.6pp |
| Annual return | -60.42% | 22.30%-82.7pp | 46.48%-106.9pp | 31.71%-92.1pp |
| Employer contribution / active EE | $16,623 | $2,691+517.7% | $3,660+354.2% | $2,471+572.7% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,670 | $4,401-16.6% | $5,948-38.3% | $5,306-30.8% |