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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 | $5,848 | $84,684-93.1% | $73,835-92.1% | $125,388-95.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -24.41% | 3123.93%-3148.3pp | 2268.13%-2292.5pp | 282.24%-306.7pp |
| Employer contribution / active EE | $206 | $3,123-93.4% | $2,788-92.6% | $4,866-95.8% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,026 | $5,691-64.4% | $4,880-58.5% | $9,541-78.8% |