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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 | $10,561 | $56,197-81.2% | $67,652-84.4% | $59,633-82.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -8.27% | 18508.10%-18516.4pp | 6625.40%-6633.7pp | 2041.45%-2049.7pp |
| Employer contribution / active EE | $2,958 | $1,615+83.2% | $2,266+30.6% | $2,203+34.3% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $910 | $3,958-77.0% | $4,821-81.1% | $4,297-78.8% |