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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 | $14,851 | $95,453-84.4% | $112,040-86.7% | $82,448-82.0% |
| Participation rate | 98.5% | 72.8%+25.7pp | 76.5%+22.0pp | 68.1%+30.4pp |
| Annual return | -37.07% | 23.92%-61.0pp | 24.52%-61.6pp | 41.64%-78.7pp |
| Employer contribution / active EE | $5,790 | $2,318+149.8% | $2,954+96.0% | $2,551+127.0% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,010 | $9,013-77.7% | $12,098-83.4% | $7,234-72.2% |