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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 | $847 | $109,905-99.2% | $98,506-99.1% | $167,553-99.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | -719.28% | 1960.20%-2679.5pp | 1494.92%-2214.2pp | 478.89%-1198.2pp |
| Employer contribution / active EE | $13,203 | $3,226+309.3% | $2,961+345.9% | $4,840+172.8% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $3,538 | $6,760-47.7% | $5,955-40.6% | $12,316-71.3% |