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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 | $6,275 | $58,099-89.2% | $76,872-91.8% | $75,173-91.7% |
| Participation rate | 97.7% | 63.9%+33.8pp | 69.6%+28.1pp | 67.2%+30.5pp |
| Annual return | -97.39% | 26.71%-124.1pp | 37.90%-135.3pp | 160.72%-258.1pp |
| Employer contribution / active EE | $7,244 | $1,996+263.0% | $2,533+185.9% | $2,671+171.2% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,832-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,178 | $4,778-54.4% | $5,476-60.2% | $5,651-61.5% |