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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 | $3,841 | $78,423-95.1% | $95,964-96.0% | $79,856-95.2% |
| Participation rate | 97.7% | 73.5%+24.2pp | 77.1%+20.6pp | 69.6%+28.0pp |
| Annual return | -182.67% | 19.37%-202.0pp | 91.64%-274.3pp | 31.71%-214.4pp |
| Employer contribution / active EE | $9,604 | $1,945+393.7% | $2,541+277.9% | $2,471+288.6% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,926 | $5,622-65.7% | $6,797-71.7% | $5,306-63.7% |