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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 | $13 | $156,616-100.0% | $133,346-100.0% | $198,609-100.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | -12.04% | 44.25%-56.3pp | 36.85%-48.9pp | 202.70%-214.7pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,500 | $4,920-28.9% | $4,332-19.2% | $6,977-49.8% |
| Admin fee / account holder | $797,538 | $17,468+4465.7% | $14,264+5491.2% | $19,030+4090.9% |