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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 | $31,370 | $110,083-71.5% | $151,645-79.3% | $68,490-54.2% |
| Participation rate | 70.7% | 84.0%-13.2pp | 87.5%-16.8pp | 67.9%+2.8pp |
| Annual return | -64.60% | -10.12%-54.5pp | 3.34%-67.9pp | -7.85%-56.7pp |
| Employer contribution / active EE | $13,332 | $4,470+198.3% | $6,165+116.3% | $2,597+413.4% |
| Participant deferral / active EE | $19,310 | $6,526+195.9% | $8,363+130.9% | $4,028+379.4% |
| Admin fee / account holder | $3,096 | $7,718-59.9% | $11,614-73.3% | $5,403-42.7% |