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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 | $13,093 | $86,949-84.9% | $102,460-87.2% | $80,959-83.8% |
| Participation rate | 97.9% | 72.4%+25.5pp | 76.5%+21.4pp | 67.7%+30.2pp |
| Annual return | -90.64% | 18.89%-109.5pp | 29.47%-120.1pp | 35.67%-126.3pp |
| Employer contribution / active EE | $12,493 | $2,370+427.2% | $3,025+313.0% | $2,757+353.1% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,448 | $8,048-44.7% | $9,460-53.0% | $6,925-35.8% |