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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 | $2,335 | $138,076-98.3% | $123,553-98.1% | $135,380-98.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -132.16% | 153.70%-285.9pp | 119.21%-251.4pp | 519.81%-652.0pp |
| Employer contribution / active EE | $10,475 | $5,152+103.3% | $4,628+126.3% | $4,779+119.2% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $687 | $10,917-93.7% | $9,284-92.6% | $10,828-93.7% |