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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 | $11,697 | $85,766-86.4% | $136,298-91.4% | $70,126-83.3% |
| Participation rate | 97.7% | 74.2%+23.6pp | 81.9%+15.8pp | 69.5%+28.2pp |
| Annual return | -24.47% | 31.46%-55.9pp | 5156.27%-5180.7pp | 73.15%-97.6pp |
| Employer contribution / active EE | $2,611 | $2,966-12.0% | $4,696-44.4% | $2,343+11.5% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,051 | $5,421-62.2% | $9,244-77.8% | $4,645-55.9% |