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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 | $569 | $107,666-99.5% | $102,184-99.4% | $154,746-99.6% |
| Participation rate | 0.0% | 83.7%-83.7pp | 82.6%-82.6pp | 80.7%-80.7pp |
| Annual return | -36.93% | 29.33%-66.3pp | 31.58%-68.5pp | 172.34%-209.3pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $8,719-100.0% | $8,309-100.0% | $6,730-100.0% |
| Admin fee / account holder | $457 | $12,943-96.5% | $11,609-96.1% | $14,365-96.8% |