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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 | $11,474 | $85,766-86.6% | $136,298-91.6% | $70,126-83.6% |
| Participation rate | 74.4% | 74.2%+0.3pp | 81.9%-7.5pp | 69.5%+4.9pp |
| Annual return | -1.80% | 31.46%-33.3pp | 5156.27%-5158.1pp | 73.15%-74.9pp |
| Employer contribution / active EE | $3,795 | $2,966+27.9% | $4,696-19.2% | $2,343+62.0% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,718 | $5,421-68.3% | $9,244-81.4% | $4,645-63.0% |