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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 | $1,108 | $95,959-98.8% | $97,411-98.9% | $138,895-99.2% |
| Participation rate | 0.0% | 81.8%-81.8pp | 80.4%-80.4pp | 79.9%-79.9pp |
| Annual return | -11.11% | 29.30%-40.4pp | 34.72%-45.8pp | 145.39%-156.5pp |
| Employer contribution / active EE | $0 | $4,278-100.0% | $4,210-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,876-100.0% | $5,886-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,468 | $7,555-67.3% | $7,145-65.5% | $12,562-80.4% |