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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 | $910 | $102,382-99.1% | $147,005-99.4% | $80,874-98.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | -468.29% | 134.89%-603.2pp | 418.76%-887.1pp | 35.62%-503.9pp |
| Employer contribution / active EE | $4,588 | $3,715+23.5% | $4,934-7.0% | $2,756+66.5% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,033 | $7,942-61.8% | $13,006-76.7% | $6,935-56.3% |