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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 | $4,444 | $99,668-95.5% | $86,451-94.9% | $134,545-96.7% |
| Participation rate | 95.7% | 82.1%+13.6pp | 80.3%+15.3pp | 81.2%+14.4pp |
| Annual return | -900.96% | 6789.61%-7690.6pp | 4398.51%-5299.5pp | 418.37%-1319.3pp |
| Employer contribution / active EE | $15,181 | $4,403+244.8% | $3,770+302.7% | $4,742+220.2% |
| Participant deferral / active EE | $0 | $7,249-100.0% | $6,953-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,233 | $8,377-61.4% | $6,734-52.0% | $11,431-71.7% |