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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 | $19,634 | $65,344-70.0% | $73,309-73.2% | - |
| Participation rate | 0.0% | 64.3%-64.3pp | 74.9%-74.9pp | - |
| Annual return | -7.59% | 1.10%-8.7pp | 5.67%-13.3pp | - |
| Employer contribution / active EE | $0 | $1,124-100.0% | $3,237-100.0% | - |
| Participant deferral / active EE | $0 | $3,573-100.0% | $4,991-100.0% | - |
| Admin fee / account holder | $817 | $988-17.3% | $5,635-85.5% | - |