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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 | $4 | $166,131-100.0% | $164,975-100.0% | $145,877-100.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -101.23% | 100.37%-201.6pp | 70.12%-171.4pp | 551.28%-652.5pp |
| Employer contribution / active EE | $20,499 | $5,276+288.6% | $4,343+372.0% | $4,663+339.6% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $31,324 | $16,648+88.2% | $12,688+146.9% | $13,402+133.7% |