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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 | $102,429-76.2% | $147,096-83.4% | $80,925-69.9% |
| Participation rate | 70.6% | 75.9%-5.3pp | 82.2%-11.6pp | 67.7%+2.9pp |
| Annual return | -40.20% | 135.02%-175.2pp | 419.75%-459.9pp | 35.65%-75.8pp |
| Employer contribution / active EE | $3,781 | $3,716+1.8% | $4,936-23.4% | $2,756+37.2% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,797 | $7,957-64.9% | $13,005-78.5% | $6,940-59.7% |