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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 | $22,930 | $225,135-89.8% | $123,894-81.5% | - |
| Participation rate | 0.0% | 69.5%-69.5pp | 81.4%-81.4pp | - |
| Annual return | -3.06% | 8.01%-11.1pp | 47.52%-50.6pp | - |
| Employer contribution / active EE | $0 | $2,580-100.0% | $4,617-100.0% | - |
| Participant deferral / active EE | $0 | $4,315-100.0% | $5,984-100.0% | - |
| Admin fee / account holder | $701,561 | $19,833+3437.4% | $8,357+8294.7% | - |