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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 | $24,351 | $102,382-76.2% | $147,005-83.4% | $80,874-69.9% |
| Participation rate | 70.6% | 75.8%-5.3pp | 82.2%-11.6pp | 67.6%+2.9pp |
| Annual return | -40.20% | 134.89%-175.1pp | 418.76%-459.0pp | 35.62%-75.8pp |
| Employer contribution / active EE | $3,781 | $3,715+1.8% | $4,934-23.4% | $2,756+37.2% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,797 | $7,942-64.8% | $13,006-78.5% | $6,935-59.7% |