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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 | $65 | $407,956-100.0% | $299,830-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 83.3%-83.3pp | 78.5%-78.5pp | 82.4%-82.4pp |
| Annual return | -2.11% | 6.66%-8.8pp | 10.58%-12.7pp | 202.70%-204.8pp |
| Employer contribution / active EE | $0 | $7,661-100.0% | $5,842-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $8,628-100.0% | $7,038-100.0% | $6,977-100.0% |
| Admin fee / account holder | $271,805 | $73,031+272.2% | $50,982+433.1% | $19,030+1328.3% |