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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 | $6,878 | $206,359-96.7% | $123,553-94.4% | - |
| Participation rate | 0.0% | 72.1%-72.1pp | 82.3%-82.3pp | - |
| Annual return | -9.95% | -5.77%-4.2pp | 119.21%-129.2pp | - |
| Employer contribution / active EE | $0 | $2,538-100.0% | $4,628-100.0% | - |
| Participant deferral / active EE | $0 | $5,785-100.0% | $6,426-100.0% | - |
| Admin fee / account holder | $2,546 | $21,386-88.1% | $9,284-72.6% | - |