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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 | $5,755 | $63,845-91.0% | $81,370-92.9% | $80,959-92.9% |
| Participation rate | 97.5% | 63.9%+33.6pp | 69.5%+28.0pp | 67.7%+29.8pp |
| Annual return | -99.92% | 16.37%-116.3pp | 24.85%-124.8pp | 35.67%-135.6pp |
| Employer contribution / active EE | $7,619 | $1,980+284.8% | $2,464+209.2% | $2,757+176.3% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,967 | $5,688-65.4% | $5,749-65.8% | $6,925-71.6% |