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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 | $11,029 | $60,349-81.7% | $74,184-85.1% | $62,881-82.5% |
| Participation rate | 97.0% | 72.7%+24.3pp | 76.6%+20.4pp | 69.3%+27.7pp |
| Annual return | -138.95% | 21.38%-160.3pp | 17.74%-156.7pp | 20.14%-159.1pp |
| Employer contribution / active EE | $12,194 | $1,680+625.7% | $2,370+414.5% | $2,281+434.6% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $16,659 | $4,261+291.0% | $5,586+198.2% | $4,296+287.8% |