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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 | $5,060 | $67,602-92.5% | $82,312-93.9% | $70,126-92.8% |
| Participation rate | 97.1% | 72.8%+24.3pp | 76.9%+20.2pp | 69.5%+27.6pp |
| Annual return | -63.69% | 21.57%-85.3pp | 25.88%-89.6pp | 73.15%-136.8pp |
| Employer contribution / active EE | $3,554 | $1,755+102.5% | $2,428+46.4% | $2,343+51.7% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,122 | $4,512-75.1% | $5,608-80.0% | $4,645-75.9% |