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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 | $90,250 | $233,564-61.4% | $184,886-51.2% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | - |
| Annual return | 0.61% | 28.83%-28.2pp | 8.32%-7.7pp | - |
| Employer contribution / active EE | $0 | $15,177-100.0% | $30,793-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | - |
| Admin fee / account holder | $2,722 | $24,504-88.9% | $2,802-2.9% | - |