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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 | $1,507 | $84,464-98.2% | $61,399-97.5% | $134,509-98.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -24.51% | 585.06%-609.6pp | 338.81%-363.3pp | 418.13%-442.6pp |
| Employer contribution / active EE | $1,120 | $1,545-27.5% | $1,159-3.4% | $4,741-76.4% |
| Participant deferral / active EE | $1,120 | $2,818-60.3% | $2,124-47.3% | $6,400-82.5% |
| Admin fee / account holder | $759 | $2,587-70.7% | $2,131-64.4% | $11,427-93.4% |