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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 | $1,135 | $72,071-98.4% | $68,368-98.3% | $137,256-99.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | -6.27% | 353.14%-359.4pp | 292.57%-298.8pp | 220.34%-226.6pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $720 | $4,410-83.7% | $4,123-82.5% | $6,407-88.8% |
| Admin fee / account holder | $621 | $5,336-88.4% | $5,150-87.9% | $12,270-94.9% |