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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 | $92,219-85.9% | $76,767-83.1% | $135,380-90.4% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -97.04% | 5.46%-102.5pp | 2.43%-99.5pp | 519.81%-616.8pp |
| Employer contribution / active EE | $12,600 | $3,216+291.8% | $2,485+407.0% | $4,779+163.7% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $9,003 | $10,749-16.2% | $6,675+34.9% | $10,828-16.9% |