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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 | $12,029 | $75,978-84.2% | $73,836-83.7% | - |
| Participation rate | 0.0% | 59.4%-59.4pp | 73.4%-73.4pp | - |
| Annual return | -3.85% | -3.82%0pp | 2268.06%-2271.9pp | - |
| Employer contribution / active EE | $0 | $1,686-100.0% | $2,787-100.0% | - |
| Participant deferral / active EE | $0 | $2,729-100.0% | $3,583-100.0% | - |
| Admin fee / account holder | $723 | $4,229-82.9% | $4,882-85.2% | - |