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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 | $5,532 | $99,644-94.4% | $86,438-93.6% | $134,532-95.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -195.75% | 6787.26%-6983.0pp | 4397.19%-4592.9pp | 418.27%-614.0pp |
| Employer contribution / active EE | $13,079 | $4,402+197.1% | $3,769+247.0% | $4,741+175.9% |
| Participant deferral / active EE | $16,399 | $7,247+126.3% | $6,952+135.9% | $6,401+156.2% |
| Admin fee / account holder | $8,842 | $8,375+5.6% | $6,733+31.3% | $11,429-22.6% |