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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 | $18,760 | $81,504-77.0% | $102,437-81.7% | $80,959-76.8% |
| Participation rate | 97.1% | 66.9%+30.3pp | 74.5%+22.6pp | 67.7%+29.5pp |
| Annual return | -77.74% | 25.60%-103.3pp | 24.95%-102.7pp | 35.67%-113.4pp |
| Employer contribution / active EE | $16,637 | $3,104+436.1% | $3,871+329.8% | $2,757+503.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,419 | $6,719-34.2% | $8,388-47.3% | $6,925-36.2% |