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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 | $301 | $88,702-99.7% | $81,780-99.6% | $145,978-99.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -102.86% | 1029.12%-1132.0pp | 776.27%-879.1pp | 550.52%-653.4pp |
| Employer contribution / active EE | $19,391 | $3,084+528.7% | $2,914+565.5% | $4,662+315.9% |
| Participant deferral / active EE | $5,775 | $4,645+24.3% | $4,321+33.7% | $6,690-13.7% |
| Admin fee / account holder | $14,052 | $8,414+67.0% | $7,384+90.3% | $13,400+4.9% |