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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 | $3,436 | $106,749-96.8% | $145,433-97.6% | $82,448-95.8% |
| Participation rate | 93.8% | 75.6%+18.1pp | 82.1%+11.6pp | 68.1%+25.7pp |
| Annual return | -594.85% | 27.59%-622.4pp | 66.58%-661.4pp | 41.64%-636.5pp |
| Employer contribution / active EE | $15,920 | $3,444+362.2% | $4,554+249.5% | $2,551+524.1% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $8,638 | $8,390+3.0% | $13,129-34.2% | $7,234+19.4% |