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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 | $747 | $108,882-99.3% | $96,754-99.2% | $154,746-99.5% |
| Participation rate | 0.0% | 75.1%-75.1pp | 70.3%-70.3pp | 80.7%-80.7pp |
| Annual return | 7.78% | 98.39%-90.6pp | 82.04%-74.3pp | 172.34%-164.6pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $707 | $10,200-93.1% | $8,905-92.1% | $14,365-95.1% |