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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 | $12,077 | $49,451-75.6% | $79,580-84.8% | $66,938-82.0% |
| Participation rate | 72.6% | 61.3%+11.3pp | 69.5%+3.2pp | 69.8%+2.8pp |
| Annual return | -23.03% | 84.25%-107.3pp | 0.15%-23.2pp | 1.58%-24.6pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,568 | $3,159+13.0% | $3,985-10.5% | $4,238-15.8% |
| Admin fee / account holder | $3,566 | $595+499.8% | $6,835-47.8% | $594+500.9% |