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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 | $14,894 | $74,616-80.0% | $90,440-83.5% | - |
| Participation rate | 0.0% | 67.7%-67.7pp | 72.7%-72.7pp | - |
| Annual return | -26.50% | 7.61%-34.1pp | 1294.38%-1320.9pp | - |
| Employer contribution / active EE | $0 | $1,474-100.0% | $3,263-100.0% | - |
| Participant deferral / active EE | $0 | $2,994-100.0% | $3,964-100.0% | - |
| Admin fee / account holder | $8,739 | $4,675+86.9% | $5,615+55.6% | - |