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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 | $876 | $112,935-99.2% | $90,970-99.0% | $158,966-99.4% |
| Participation rate | 0.0% | 74.7%-74.7pp | 69.0%-69.0pp | 82.0%-82.0pp |
| Annual return | -1.43% | 215.79%-217.2pp | 134.58%-136.0pp | 302.95%-304.4pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $128,867 | $8,045+1501.8% | $5,960+2062.1% | $11,250+1045.5% |