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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 | $106,524-96.8% | $152,301-97.7% | $87,485-96.1% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.4%+11.3pp | 68.9%+24.8pp |
| Annual return | -594.85% | 26.89%-621.7pp | 80.50%-675.4pp | 26.06%-620.9pp |
| Employer contribution / active EE | $15,920 | $3,371+372.2% | $4,624+244.3% | $2,596+513.2% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $8,638 | $8,287+4.2% | $14,398-40.0% | $7,775+11.1% |