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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 | $615 | $84,464-99.3% | $61,399-99.0% | $134,509-99.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -30.13% | 585.06%-615.2pp | 338.81%-368.9pp | 418.13%-448.3pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,159-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,317 | $2,818-53.3% | $2,124-38.0% | $6,400-79.4% |
| Admin fee / account holder | $379 | $2,587-85.4% | $2,131-82.2% | $11,427-96.7% |