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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 | $864 | $126,519-99.3% | $106,201-99.2% | $145,959-99.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | -220.40% | 225.10%-445.5pp | 116.26%-336.7pp | 561.95%-782.3pp |
| Employer contribution / active EE | $31,685 | $3,726+750.4% | $3,170+899.6% | $4,661+579.8% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,012-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8,541 | $17,312-50.7% | $11,039-22.6% | $13,398-36.3% |