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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 | $7,318 | $77,419-90.5% | $69,461-89.5% | $152,870-95.2% |
| Participation rate | 80.0% | 78.1%+1.9pp | 74.6%+5.4pp | 82.4%-2.4pp |
| Annual return | -22.83% | 39.07%-61.9pp | 28.97%-51.8pp | 345.34%-368.2pp |
| Employer contribution / active EE | $3,847 | $3,315+16.1% | $2,779+38.4% | $4,763-19.2% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,536-100.0% | $5,850-100.0% |
| Admin fee / account holder | $782 | $6,207-87.4% | $3,840-79.6% | $11,597-93.3% |