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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 | $1,772 | $94,529-98.1% | $140,019-98.7% | $64,173-97.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -137.98% | 7.77%-145.7pp | 651.17%-789.1pp | 7.63%-145.6pp |
| Employer contribution / active EE | $15,356 | $3,812+302.8% | $5,605+173.9% | $2,381+545.0% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $503 | $6,741-92.5% | $10,705-95.3% | $4,887-89.7% |