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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 | $7,464 | $105,284-92.9% | $150,734-95.0% | $94,015-92.1% |
| Participation rate | 96.8% | 71.7%+25.1pp | 78.4%+18.4pp | 70.8%+26.0pp |
| Annual return | -74.22% | 15.67%-89.9pp | 600.81%-675.0pp | 17.84%-92.1pp |
| Employer contribution / active EE | $3,437 | $3,599-4.5% | $4,918-30.1% | $2,790+23.2% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,470 | $9,839-85.1% | $14,905-90.1% | $8,951-83.6% |