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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 | $130 | $67,823-99.8% | $52,425-99.8% | $137,256-99.9% |
| Participation rate | 0.0% | 63.9%-63.9pp | 55.6%-55.6pp | 80.0%-80.0pp |
| Annual return | -6.63% | 219.11%-225.7pp | 302.12%-308.7pp | 220.34%-227.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,876 | $2,844-34.1% | $2,495-24.8% | $12,270-84.7% |