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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 | $864 | $82,678-99.0% | $125,391-99.3% | $68,490-98.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -916.33% | -5.97%-910.4pp | 572.41%-1488.7pp | -7.85%-908.5pp |
| Employer contribution / active EE | $11,848 | $3,382+250.3% | $4,816+146.0% | $2,597+356.3% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,775 | $6,277-55.8% | $10,009-72.3% | $5,403-48.6% |