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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 | $22,911 | $73,884-69.0% | $95,960-76.1% | - |
| Participation rate | 0.0% | 80.0%-80.0pp | 77.1%-77.1pp | - |
| Annual return | -2.64% | 11.13%-13.8pp | 91.63%-94.3pp | - |
| Employer contribution / active EE | $0 | $1,782-100.0% | $2,541-100.0% | - |
| Participant deferral / active EE | $0 | $3,914-100.0% | $4,167-100.0% | - |
| Admin fee / account holder | $13,150 | $4,316+204.7% | $6,797+93.5% | - |