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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 | $1,397 | $151,427-99.1% | $112,860-98.8% | $154,746-99.1% |
| Participation rate | 0.0% | 69.1%-69.1pp | 66.3%-66.3pp | 80.7%-80.7pp |
| Annual return | -18.62% | 30.95%-49.6pp | 35.26%-53.9pp | 172.34%-191.0pp |
| Employer contribution / active EE | $0 | $2,750-100.0% | $2,206-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,285-100.0% | $3,493-100.0% | $6,730-100.0% |
| Admin fee / account holder | $564 | $7,369-92.4% | $6,841-91.8% | $14,365-96.1% |