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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 | $1 | $58,828-100.0% | $78,002-100.0% | $62,881-100.0% |
| Participation rate | 82.2% | 71.1%+11.2pp | 75.5%+6.7pp | 69.3%+12.9pp |
| Annual return | -113.06% | 17.16%-130.2pp | 425.99%-539.0pp | 20.14%-133.2pp |
| Employer contribution / active EE | $3,439 | $1,672+105.7% | $2,470+39.2% | $2,281+50.8% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,294 | $4,393-70.5% | $5,481-76.4% | $4,296-69.9% |