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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 | $942 | $100,938-99.1% | $90,461-99.0% | $158,982-99.4% |
| Participation rate | 94.7% | 75.0%+19.7pp | 72.7%+22.0pp | 82.0%+12.8pp |
| Annual return | -711.69% | 1727.20%-2438.9pp | 1294.76%-2006.5pp | 302.99%-1014.7pp |
| Employer contribution / active EE | $13,898 | $3,691+276.5% | $3,264+325.8% | $4,763+191.8% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,998 | $6,510-38.6% | $5,617-28.8% | $11,252-64.5% |