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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 | $30,019 | $91,559-67.2% | $133,978-77.6% | $79,856-62.4% |
| Participation rate | 89.3% | 73.3%+15.9pp | 79.8%+9.4pp | 69.6%+19.6pp |
| Annual return | -6.77% | 61.85%-68.6pp | 45.10%-51.9pp | 31.71%-38.5pp |
| Employer contribution / active EE | $10,892 | $2,384+356.9% | $3,919+177.9% | $2,471+340.7% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $9,058 | $6,321+43.3% | $8,930+1.4% | $5,306+70.7% |