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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 | $550 | $65,712-99.2% | $57,196-99.0% | $273,972-99.8% |
| Participation rate | 91.7% | 78.3%+13.3pp | 75.3%+16.3pp | 83.0%+8.7pp |
| Annual return | -37.85% | 22.01%-59.9pp | 14.59%-52.4pp | 41.46%-79.3pp |
| Employer contribution / active EE | $20,964 | $3,280+539.1% | $2,683+681.4% | $4,869+330.6% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $329,458 | $4,838+6710.4% | $3,141+10390.3% | $10,133+3151.5% |