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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 | $534 | $80,992-99.3% | $96,534-99.4% | $75,173-99.3% |
| Participation rate | 97.8% | 71.8%+26.0pp | 76.0%+21.8pp | 67.2%+30.5pp |
| Annual return | -1213.88% | 27.05%-1240.9pp | 25.88%-1239.8pp | 160.72%-1374.6pp |
| Employer contribution / active EE | $5,480 | $2,283+140.1% | $2,965+84.8% | $2,671+105.2% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,785 | $6,717-73.4% | $8,253-78.4% | $5,651-68.4% |