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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 | $11,578 | $77,817-85.1% | $123,553-90.6% | $64,173-82.0% |
| Participation rate | 93.5% | 74.7%+18.8pp | 82.3%+11.3pp | 69.6%+24.0pp |
| Annual return | -104.69% | 12.49%-117.2pp | 119.21%-223.9pp | 7.63%-112.3pp |
| Employer contribution / active EE | $14,004 | $3,014+364.6% | $4,628+202.6% | $2,381+488.2% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,679 | $5,519+2.9% | $9,284-38.8% | $4,887+16.2% |