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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 | $679 | $227,633-99.7% | $189,597-99.6% | $167,553-99.6% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.4%-78.4pp | 82.1%-82.1pp |
| Annual return | 0.37% | 78.45%-78.1pp | 64.20%-63.8pp | 478.89%-478.5pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,412-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $7,003-100.0% | $6,174-100.0% | $6,343-100.0% |
| Admin fee / account holder | $345,474 | $11,879+2808.2% | $9,807+3422.7% | $12,316+2705.0% |