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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 | $9,825 | $72,177-86.4% | $115,038-91.5% | $59,633-83.5% |
| Participation rate | 98.3% | 72.6%+25.8pp | 81.4%+16.9pp | 68.7%+29.6pp |
| Annual return | -64.05% | 12.02%-76.1pp | 26.14%-90.2pp | 2041.45%-2105.5pp |
| Employer contribution / active EE | $1,939 | $2,841-31.7% | $4,608-57.9% | $2,203-12.0% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,816 | $4,927-63.1% | $8,175-77.8% | $4,297-57.7% |