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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 | $4,330 | $95,453-95.5% | $112,040-96.1% | $82,448-94.7% |
| Participation rate | 98.9% | 72.8%+26.1pp | 76.5%+22.4pp | 68.1%+30.8pp |
| Annual return | -349.80% | 23.92%-373.7pp | 24.52%-374.3pp | 41.64%-391.4pp |
| Employer contribution / active EE | $7,785 | $2,318+235.9% | $2,954+163.6% | $2,551+205.2% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,122 | $9,013-32.1% | $12,098-49.4% | $7,234-15.4% |