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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 | $8,798 | $196,842-95.5% | $134,155-93.4% | - |
| Participation rate | 0.0% | 71.6%-71.6pp | 72.2%-72.2pp | - |
| Annual return | -10.43% | 11.43%-21.9pp | 36.34%-46.8pp | - |
| Employer contribution / active EE | $0 | $2,386-100.0% | $3,705-100.0% | - |
| Participant deferral / active EE | $0 | $3,828-100.0% | $3,500-100.0% | - |
| Admin fee / account holder | $575 | $15,940-96.4% | $6,685-91.4% | - |