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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 | $604 | $22,683-97.3% | $61,452-99.0% | - |
| Participation rate | 0.0% | 38.0%-38.0pp | 52.6%-52.6pp | - |
| Annual return | -50.25% | -10.54%-39.7pp | 338.96%-389.2pp | - |
| Employer contribution / active EE | $0 | $484-100.0% | $1,160-100.0% | - |
| Participant deferral / active EE | $0 | $1,321-100.0% | $2,125-100.0% | - |
| Admin fee / account holder | $610 | $926-34.1% | $2,131-71.4% | - |