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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 | $3,436 | $99,875-96.6% | $146,866-97.7% | $86,983-96.1% |
| Participation rate | 93.8% | 75.8%+17.9pp | 82.5%+11.2pp | 69.5%+24.2pp |
| Annual return | -594.85% | 28.10%-623.0pp | 102.85%-697.7pp | 25.83%-620.7pp |
| Employer contribution / active EE | $15,920 | $3,224+393.8% | $4,425+259.8% | $2,584+516.0% |
| Participant deferral / active EE | $0 | $6,322-100.0% | $7,759-100.0% | $4,194-100.0% |
| Admin fee / account holder | $8,638 | $7,838+10.2% | $13,620-36.6% | $7,856+10.0% |