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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 | $1,022 | $106,918-99.0% | $84,021-98.8% | $152,897-99.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | -419.64% | 105.01%-524.6pp | 71.32%-491.0pp | 345.43%-765.1pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,242 | $4,012-69.1% | $3,239-61.7% | $5,851-78.8% |
| Admin fee / account holder | $378 | $8,288-95.4% | $6,102-93.8% | $11,599-96.7% |