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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 | $7,542 | $129,217-94.2% | $93,406-91.9% | $158,950-95.3% |
| Participation rate | 0.0% | 71.0%-71.0pp | 66.8%-66.8pp | 82.0%-82.0pp |
| Annual return | -4.40% | 118.21%-122.6pp | 78.05%-82.5pp | 302.91%-307.3pp |
| Employer contribution / active EE | $0 | $2,711-100.0% | $2,075-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $3,909-100.0% | $3,126-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,767 | $7,383+18.8% | $5,230+67.6% | $11,248-22.1% |