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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 | $2,308 | $171,867-98.7% | $149,716-98.5% | $147,585-98.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | -0.69% | 2113.36%-2114.0pp | 1501.67%-1502.4pp | 578.58%-579.3pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $13,025 | $7,270+79.2% | $6,568+98.3% | $5,439+139.5% |
| Admin fee / account holder | $7,779 | $13,799-43.6% | $11,282-31.1% | $10,886-28.5% |