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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 | $117,895-89.0% | $102,460-87.3% | $145,897-91.1% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | -50.01% | 31.92%-81.9pp | 29.47%-79.5pp | 552.29%-602.3pp |
| Employer contribution / active EE | $6,957 | $3,619+92.2% | $3,025+130.0% | $4,663+49.2% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,759 | $13,353-71.9% | $9,460-60.3% | $13,390-71.9% |