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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 | $140 | $182,442-99.9% | $163,379-99.9% | $138,895-99.9% |
| Participation rate | 0.0% | 79.8%-79.8pp | 76.8%-76.8pp | 79.9%-79.9pp |
| Annual return | 2.99% | 72.74%-69.7pp | 63.41%-60.4pp | 145.39%-142.4pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $79,613 | $10,396+665.8% | $9,818+710.9% | $12,562+533.7% |