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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 | $13,750 | $281,394-95.1% | $270,125-94.9% | $350,051-96.1% |
| Participation rate | 0.0% | 44.3%-44.3pp | 35.7%-35.7pp | 44.5%-44.5pp |
| Annual return | -18.20% | -41.91%+23.7pp | -38.85%+20.6pp | -14.65%-3.6pp |
| Employer contribution / active EE | $0 | $40,098-100.0% | $37,755-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $384 | $15,763-97.6% | $16,942-97.7% | $14,582-97.4% |