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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 | $213 | $169,356-99.9% | $129,406-99.8% | $145,897-99.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | -31.45% | 14418.62%-14450.1pp | 9468.18%-9499.6pp | 552.29%-583.7pp |
| Employer contribution / active EE | $1,800 | $5,542-67.5% | $4,155-56.7% | $4,663-61.4% |
| Participant deferral / active EE | $4,500 | $4,987-9.8% | $4,167+8.0% | $6,689-32.7% |
| Admin fee / account holder | $58,662 | $9,915+491.6% | $7,689+663.0% | $13,390+338.1% |