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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 | $7,087 | $748,074-99.1% | $676,505-99.0% | $859,867-99.2% |
| Participation rate | 0.0% | 76.2%-76.2pp | 71.4%-71.4pp | 85.0%-85.0pp |
| Annual return | -29.71% | 6.06%-35.8pp | 7.76%-37.5pp | 11.61%-41.3pp |
| Employer contribution / active EE | $0 | $13,604-100.0% | $12,651-100.0% | $22,247-100.0% |
| Participant deferral / active EE | $0 | $2,901-100.0% | $2,707-100.0% | $7,004-100.0% |
| Admin fee / account holder | $4,397 | $17,199-74.4% | $15,480-71.6% | $31,890-86.2% |