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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 | $405 | $103,949-99.6% | $69,182-99.4% | $273,972-99.9% |
| Participation rate | 0.0% | 67.4%-67.4pp | 55.1%-55.1pp | 83.0%-83.0pp |
| Annual return | -4.90% | 35.28%-40.2pp | -21.93%+17.0pp | 41.46%-46.4pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $126,555 | $3,671+3347.9% | $2,697+4592.9% | $10,133+1149.0% |