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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 | $81,358-92.9% | $155,556-96.3% | $80,959-92.9% |
| Participation rate | 88.7% | 66.3%+22.4pp | 78.2%+10.5pp | 67.7%+21.0pp |
| Annual return | -93.69% | 33.39%-127.1pp | 64.84%-158.5pp | 35.67%-129.4pp |
| Employer contribution / active EE | $5,684 | $3,106+83.0% | $4,675+21.6% | $2,757+106.1% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,894 | $7,994-76.3% | $15,885-88.1% | $6,925-72.6% |