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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 | $25,483 | $131,779-80.7% | $33,039-22.9% | - |
| Participation rate | 0.0% | 0.0%0pp | 91.8%-91.8pp | - |
| Annual return | -11.83% | -3.03%-8.8pp | -0.38%-11.5pp | - |
| Employer contribution / active EE | $0 | $24,550-100.0% | $2,495-100.0% | - |
| Participant deferral / active EE | $0 | $205-100.0% | $1,794-100.0% | - |
| Admin fee / account holder | $1,781 | $4,808-63.0% | $3,066-41.9% | - |