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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 | $105,198-100.0% | $159,455-100.0% | $85,856-100.0% |
| Participation rate | 98.3% | 75.8%+22.5pp | 82.8%+15.4pp | 69.3%+29.0pp |
| Annual return | -111.45% | 45.08%-156.5pp | 263.63%-375.1pp | 318.58%-430.0pp |
| Employer contribution / active EE | $8,244 | $3,319+148.4% | $4,830+70.7% | $2,565+221.4% |
| Participant deferral / active EE | $10,062 | $5,946+69.2% | $7,353+36.8% | $3,952+154.6% |
| Admin fee / account holder | $5,312 | $6,934-23.4% | $10,800-50.8% | $6,261-15.2% |