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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 | $3,127 | $96,558-96.8% | $80,977-96.1% | $273,972-98.9% |
| Participation rate | 0.0% | 79.1%-79.1pp | 75.8%-75.8pp | 83.0%-83.0pp |
| Annual return | -87.30% | 15.14%-102.4pp | 17.11%-104.4pp | 41.46%-128.8pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $707 | $7,493-90.6% | $5,517-87.2% | $10,133-93.0% |