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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 | $467 | $90,530-99.5% | $76,030-99.4% | $145,897-99.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | -451.50% | 625.08%-1076.6pp | 361.54%-813.0pp | 552.29%-1003.8pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,525 | $5,164-70.5% | $4,257-64.2% | $6,689-77.2% |
| Admin fee / account holder | $1,456 | $8,383-82.6% | $6,421-77.3% | $13,390-89.1% |