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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 | $5,748 | $81,233-92.9% | $155,567-96.3% | $80,874-92.9% |
| Participation rate | 88.7% | 66.2%+22.5pp | 78.2%+10.5pp | 67.6%+21.1pp |
| Annual return | -93.69% | 33.33%-127.0pp | 64.74%-158.4pp | 35.62%-129.3pp |
| Employer contribution / active EE | $5,684 | $3,101+83.3% | $4,674+21.6% | $2,756+106.3% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,628-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,894 | $7,998-76.3% | $15,916-88.1% | $6,935-72.7% |