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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 | $1,324 | $185,312-99.3% | $161,489-99.2% | $154,746-99.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | -22.02% | 103.84%-125.9pp | 89.72%-111.7pp | 172.34%-194.4pp |
| Employer contribution / active EE | $12,054 | $4,769+152.8% | $4,268+182.4% | $4,379+175.3% |
| Participant deferral / active EE | $31,730 | $6,350+399.7% | $5,630+463.6% | $6,730+371.4% |
| Admin fee / account holder | $57,317 | $18,654+207.3% | $16,006+258.1% | $14,365+299.0% |