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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 | $2,116 | $109,872-98.1% | $98,483-97.9% | $167,536-98.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | -103.43% | 1959.31%-2062.7pp | 1494.38%-1597.8pp | 478.82%-582.2pp |
| Employer contribution / active EE | $849 | $3,225-73.7% | $2,961-71.3% | $4,839-82.5% |
| Participant deferral / active EE | $1,273 | $4,673-72.8% | $4,276-70.2% | $6,342-79.9% |
| Admin fee / account holder | $320 | $6,757-95.3% | $5,953-94.6% | $12,315-97.4% |