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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 | $10,301 | $129,960-92.1% | $104,299-90.1% | $134,545-92.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -30.96% | 42.06%-73.0pp | 24.62%-55.6pp | 418.37%-449.3pp |
| Employer contribution / active EE | $0 | $4,186-100.0% | $3,373-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,402 | $5,589+14.5% | $4,626+38.4% | $6,4010% |
| Admin fee / account holder | $394 | $9,324-95.8% | $7,339-94.6% | $11,431-96.6% |