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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 | $12,497 | $150,447-91.7% | $136,298-90.8% | $147,586-91.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -10.89% | 1049.15%-1060.0pp | 5156.27%-5167.2pp | 578.59%-589.5pp |
| Employer contribution / active EE | $1,213 | $5,256-76.9% | $4,696-74.2% | $4,876-75.1% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $501 | $10,906-95.4% | $9,244-94.6% | $10,886-95.4% |