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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 | $1,259 | $105,149-98.8% | $94,659-98.7% | $139,427-99.1% |
| Participation rate | 91.3% | 82.4%+8.9pp | 80.8%+10.5pp | 80.3%+11.0pp |
| Annual return | -361.82% | 38.04%-399.9pp | 156.75%-518.6pp | 373.27%-735.1pp |
| Employer contribution / active EE | $15,331 | $4,106+273.4% | $3,673+317.5% | $4,752+222.7% |
| Participant deferral / active EE | $0 | $7,600-100.0% | $7,419-100.0% | $6,711-100.0% |
| Admin fee / account holder | $3,096 | $8,986-65.6% | $7,232-57.2% | $11,404-72.9% |