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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 | $1,736 | $78,694-97.8% | $67,652-97.4% | $125,389-98.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -18.26% | 9.46%-27.7pp | 6625.40%-6643.7pp | 282.24%-300.5pp |
| Employer contribution / active EE | $563 | $3,044-81.5% | $2,266-75.2% | $4,866-88.4% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $889 | $7,403-88.0% | $4,821-81.6% | $9,541-90.7% |