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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 | $164 | $56,134-99.7% | $96,171-99.8% | $85,847-99.8% |
| Participation rate | 97.6% | 56.7%+40.8pp | 68.4%+29.1pp | 69.3%+28.2pp |
| Annual return | -7002.08% | 42.30%-7044.4pp | 192.04%-7194.1pp | 318.61%-7320.7pp |
| Employer contribution / active EE | $17,927 | $1,620+1006.5% | $2,799+540.5% | $2,565+598.8% |
| Participant deferral / active EE | $0 | $2,858-100.0% | $4,350-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,502 | $3,769+72.5% | $5,538+17.4% | $6,261+3.9% |