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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 | $1,283 | $93,617-98.6% | $135,982-99.1% | $75,177-98.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | -797.15% | 30.89%-828.0pp | 68.32%-865.5pp | 160.75%-957.9pp |
| Employer contribution / active EE | $13,000 | $3,538+267.4% | $4,859+167.5% | $2,671+386.7% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,764 | $6,980-60.4% | $10,767-74.3% | $5,651-51.1% |