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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 | $19,303 | $83,485-76.9% | $125,195-84.6% | $72,976-73.5% |
| Participation rate | 97.0% | 73.3%+23.7pp | 79.8%+17.2pp | 69.5%+27.5pp |
| Annual return | -71.61% | 25.77%-97.4pp | 43.79%-115.4pp | 81.02%-152.6pp |
| Employer contribution / active EE | $10,618 | $2,346+352.7% | $3,866+174.7% | $2,440+335.2% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $9,493 | $5,518+72.0% | $9,704-2.2% | $5,124+85.3% |