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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 | $20,813 | $165,381-87.4% | $149,730-86.1% | $158,966-86.9% |
| Participation rate | 90.5% | 84.6%+5.9pp | 82.5%+8.0pp | 82.0%+8.5pp |
| Annual return | -0.93% | 348.29%-349.2pp | 276.70%-277.6pp | 302.95%-303.9pp |
| Employer contribution / active EE | $4,762 | $5,104-6.7% | $4,645+2.5% | $4,7620% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,084 | $10,809-80.7% | $9,310-77.6% | $11,250-81.5% |