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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 | $13,026 | $98,760-86.8% | $149,715-91.3% | $79,858-83.7% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.5%+15.6pp | 69.6%+28.5pp |
| Annual return | -33.76% | 27.43%-61.2pp | 276.66%-310.4pp | 31.72%-65.5pp |
| Employer contribution / active EE | $9,709 | $3,217+201.8% | $4,645+109.0% | $2,471+292.9% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $979 | $6,053-83.8% | $9,310-89.5% | $5,306-81.5% |