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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 | $1,594 | $134,817-98.8% | $123,973-98.7% | $155,188-99.0% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.7%-76.7pp | 80.8%-80.8pp |
| Annual return | -74.49% | 515.49%-590.0pp | 388.13%-462.6pp | 148.84%-223.3pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $687 | $13,245-94.8% | $11,799-94.2% | $14,480-95.3% |