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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 | $8,663 | $61,660-86.0% | $80,022-89.2% | $64,173-86.5% |
| Participation rate | 98.7% | 71.7%+27.0pp | 75.8%+22.9pp | 69.6%+29.1pp |
| Annual return | -90.57% | -0.33%-90.2pp | 11.22%-101.8pp | 7.63%-98.2pp |
| Employer contribution / active EE | $7,647 | $1,810+322.4% | $2,468+209.9% | $2,381+221.2% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $16,822 | $5,417+210.5% | $6,521+158.0% | $4,887+244.2% |