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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 | $2,013 | $180,459-98.9% | $154,108-98.7% | $135,380-98.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -117.71% | 888.21%-1005.9pp | 735.21%-852.9pp | 519.81%-637.5pp |
| Employer contribution / active EE | $1,609 | $6,035-73.3% | $5,298-69.6% | $4,779-66.3% |
| Participant deferral / active EE | $2,327 | $5,806-59.9% | $5,081-54.2% | $5,609-58.5% |
| Admin fee / account holder | $320 | $16,145-98.0% | $13,411-97.6% | $10,828-97.0% |