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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 | $10,028 | $102,663-90.2% | $86,216-88.4% | $139,466-92.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | -4.40% | 1924.52%-1928.9pp | 1169.42%-1173.8pp | 373.66%-378.1pp |
| Employer contribution / active EE | $4,405 | $3,035+45.2% | $2,382+85.0% | $4,754-7.3% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,575 | $8,663-70.3% | $6,853-62.4% | $11,409-77.4% |