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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 | $0 | $115,814-100.0% | $101,275-100.0% | $158,982-100.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.84% | 56.16%-51.3pp | 46.48%-41.6pp | 302.99%-298.2pp |
| Employer contribution / active EE | $56,000 | $4,176+1241.1% | $3,660+1430.0% | $4,763+1075.8% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,083,611 | $7,249+42439.4% | $5,948+51743.0% | $11,252+27306.0% |