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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 | $12,984 | $117,859-89.0% | $102,438-87.3% | $145,959-91.1% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | -50.01% | 31.72%-81.7pp | 29.37%-79.4pp | 561.95%-612.0pp |
| Employer contribution / active EE | $6,957 | $3,615+92.4% | $3,024+130.1% | $4,661+49.3% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,759 | $13,318-71.8% | $9,448-60.2% | $13,398-71.9% |