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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 | $112,131-88.4% | $95,964-86.5% | $158,982-91.8% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.7pp |
| Annual return | -63.08% | 171.19%-234.3pp | 91.64%-154.7pp | 302.99%-366.1pp |
| Employer contribution / active EE | $8,775 | $3,199+174.3% | $2,541+245.3% | $4,763+84.2% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,997 | $10,136-11.2% | $6,797+32.4% | $11,252-20.0% |