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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 | $336 | $190,862-99.8% | $159,991-99.8% | $134,509-99.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -32.45% | 552.59%-585.0pp | 408.82%-441.3pp | 418.13%-450.6pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,744 | $6,924-60.4% | $6,183-55.6% | $6,400-57.1% |
| Admin fee / account holder | $13,113 | $10,495+24.9% | $8,715+50.5% | $11,427+14.8% |