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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 | $124,346-89.6% | $111,308-88.3% | $167,536-92.3% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | -112.81% | 37.45%-150.3pp | 54.67%-167.5pp | 478.82%-591.6pp |
| Employer contribution / active EE | $14,647 | $3,437+326.1% | $2,732+436.2% | $4,839+202.7% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $8,502 | $10,621-20.0% | $7,965+6.7% | $12,315-31.0% |