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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 | $0 | $91,537-100.0% | $130,045-100.0% | $75,173-100.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | -5827320.00% | -631.55%-5826688.5pp | -137.30%-5827182.7pp | 160.72%-5827480.7pp |
| Employer contribution / active EE | $4,856 | $2,845+70.7% | $4,321+12.4% | $2,671+81.8% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $790 | $6,780-88.3% | $10,600-92.5% | $5,651-86.0% |