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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 | $92,798-98.8% | $96,707-98.9% | $137,256-99.2% |
| Participation rate | 0.0% | 81.6%-81.6pp | 80.4%-80.4pp | 80.0%-80.0pp |
| Annual return | -11.11% | 31.24%-42.4pp | 34.78%-45.9pp | 220.34%-231.5pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $5,997-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,468 | $7,946-68.9% | $7,503-67.1% | $12,270-79.9% |