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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 | $14,305 | $78,682-81.8% | $109,188-86.9% | $85,851-83.3% |
| Participation rate | 91.4% | 68.3%+23.2pp | 75.9%+15.5pp | 69.3%+22.1pp |
| Annual return | -32.92% | 25.09%-58.0pp | 25.76%-58.7pp | 318.63%-351.6pp |
| Employer contribution / active EE | $11,901 | $2,734+335.3% | $3,723+219.7% | $2,565+363.9% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,612 | $5,470-70.5% | $6,755-76.1% | $6,261-74.2% |