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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 | $8,723 | $101,795-91.4% | $165,100-94.7% | $80,959-89.2% |
| Participation rate | 98.9% | 71.8%+27.1pp | 78.6%+20.3pp | 67.7%+31.2pp |
| Annual return | -101.69% | 16.73%-118.4pp | 70.21%-171.9pp | 35.67%-137.4pp |
| Employer contribution / active EE | $9,051 | $2,954+206.4% | $4,348+108.2% | $2,757+228.3% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,384 | $8,221-71.0% | $12,696-81.2% | $6,925-65.6% |