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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 | $509 | $147,594-99.7% | $121,871-99.6% | $198,609-99.7% |
| Participation rate | 0.0% | 78.0%-78.0pp | 73.2%-73.2pp | 82.4%-82.4pp |
| Annual return | -100.00% | 12.94%-112.9pp | 13.57%-113.6pp | 202.70%-302.7pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $2,731-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,168-100.0% | $4,318-100.0% | $6,977-100.0% |
| Admin fee / account holder | $357 | $15,134-97.6% | $11,551-96.9% | $19,030-98.1% |