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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 | $1,048 | $97,289-98.9% | $92,805-98.9% | $155,188-99.3% |
| Participation rate | 0.0% | 84.2%-84.2pp | 83.5%-83.5pp | 80.8%-80.8pp |
| Annual return | -0.73% | 29.03%-29.8pp | 31.59%-32.3pp | 148.84%-149.6pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $8,795-100.0% | $8,448-100.0% | $6,531-100.0% |
| Admin fee / account holder | $170,907 | $12,015+1322.5% | $10,911+1466.4% | $14,480+1080.3% |