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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 | $291 | $845,484-100.0% | $178,505-99.8% | - |
| Participation rate | 0.0% | 64.0%-64.0pp | 77.1%-77.1pp | - |
| Annual return | -77.01% | 8.37%-85.4pp | 27.16%-104.2pp | - |
| Employer contribution / active EE | $0 | $2,463-100.0% | $3,955-100.0% | - |
| Participant deferral / active EE | $0 | $5,196-100.0% | $6,280-100.0% | - |
| Admin fee / account holder | $975 | $34,598-97.2% | $10,428-90.7% | - |