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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 | $727 | $108,897-99.3% | $100,378-99.3% | $145,877-99.5% |
| Participation rate | 94.7% | 83.0%+11.8pp | 81.5%+13.2pp | 80.3%+14.4pp |
| Annual return | -1077.01% | 58.17%-1135.2pp | 49.41%-1126.4pp | 551.28%-1628.3pp |
| Employer contribution / active EE | $18,339 | $4,420+314.9% | $3,942+365.2% | $4,663+293.3% |
| Participant deferral / active EE | $0 | $8,455-100.0% | $8,087-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,274 | $9,690-66.2% | $7,899-58.5% | $13,402-75.6% |