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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 | $2,864 | $132,099-97.8% | $115,599-97.5% | $138,895-97.9% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.3%-74.3pp | 79.9%-79.9pp |
| Annual return | -24.79% | 176.76%-201.5pp | 111.10%-135.9pp | 145.39%-170.2pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $567 | $15,650-96.4% | $12,841-95.6% | $12,562-95.5% |