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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 | $559 | $166,268-99.7% | $165,100-99.7% | $145,897-99.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -2.79% | 100.52%-103.3pp | 70.21%-73.0pp | 552.29%-555.1pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,376 | $6,964-65.9% | $6,035-60.6% | $6,689-64.5% |
| Admin fee / account holder | $6,292 | $16,659-62.2% | $12,696-50.4% | $13,390-53.0% |