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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 | $7,484 | $126,090-94.1% | $105,738-92.9% | - |
| Participation rate | 0.0% | 58.5%-58.5pp | 76.3%-76.3pp | - |
| Annual return | -10.02% | -8.71%-1.3pp | 6.27%-16.3pp | - |
| Employer contribution / active EE | $0 | $1,076-100.0% | $3,268-100.0% | - |
| Participant deferral / active EE | $0 | $1,830-100.0% | $4,080-100.0% | - |
| Admin fee / account holder | $834 | $13,423-93.8% | $6,913-87.9% | - |