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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 | $0 | $154,754-100.0% | $124,206-100.0% | $138,895-100.0% |
| Participation rate | 0.0% | 75.5%-75.5pp | 69.6%-69.6pp | 79.9%-79.9pp |
| Annual return | -121.23% | 709.28%-830.5pp | 515.27%-636.5pp | 145.39%-266.6pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,621-100.0% | $3,968-100.0% | $6,396-100.0% |
| Admin fee / account holder | $335 | $6,690-95.0% | $5,929-94.4% | $12,562-97.3% |