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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 | $8,164 | $64,729-87.4% | $112,263-92.7% | $68,490-88.1% |
| Participation rate | 92.3% | 67.2%+25.2pp | 75.1%+17.2pp | 67.9%+24.4pp |
| Annual return | -132.53% | -11.40%-121.1pp | 27.49%-160.0pp | -7.85%-124.7pp |
| Employer contribution / active EE | $16,361 | $2,746+495.8% | $3,636+350.0% | $2,597+530.1% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,705 | $5,222+28.4% | $6,410+4.6% | $5,403+24.1% |