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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 | $8,716 | $57,352-84.8% | $83,831-89.6% | $64,173-86.4% |
| Participation rate | 96.3% | 68.6%+27.7pp | 76.1%+20.2pp | 69.6%+26.7pp |
| Annual return | -10.21% | 11.38%-21.6pp | 850.99%-861.2pp | 7.63%-17.8pp |
| Employer contribution / active EE | $6,679 | $2,546+162.4% | $3,631+83.9% | $2,381+180.5% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $953 | $4,046-76.5% | $5,479-82.6% | $4,887-80.5% |