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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 | $1,266 | $628,301-99.8% | $169,390-99.3% | - |
| Participation rate | 0.0% | 65.7%-65.7pp | 77.2%-77.2pp | - |
| Annual return | -82.00% | 72.90%-154.9pp | 406.07%-488.1pp | - |
| Employer contribution / active EE | $0 | $2,392-100.0% | $4,013-100.0% | - |
| Participant deferral / active EE | $0 | $4,568-100.0% | $6,222-100.0% | - |
| Admin fee / account holder | $2,142 | $15,010-85.7% | $9,015-76.2% | - |