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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 | $117,829-89.0% | $102,423-87.3% | $145,877-91.1% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | -50.01% | 31.83%-81.8pp | 29.42%-79.4pp | 551.28%-601.3pp |
| Employer contribution / active EE | $6,957 | $3,615+92.5% | $3,023+130.1% | $4,663+49.2% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,759 | $13,335-71.8% | $9,455-60.2% | $13,402-72.0% |