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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 | $105,158-98.8% | $94,672-98.7% | $139,487-99.1% |
| Participation rate | 91.3% | 82.4%+8.9pp | 80.8%+10.5pp | 80.3%+11.0pp |
| Annual return | -361.82% | 38.11%-399.9pp | 156.89%-518.7pp | 373.84%-735.7pp |
| Employer contribution / active EE | $15,331 | $4,107+273.3% | $3,673+317.4% | $4,755+222.4% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,713-100.0% |
| Admin fee / account holder | $3,096 | $8,972-65.5% | $7,222-57.1% | $11,407-72.9% |