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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 | $14,760 | $131,835-88.8% | $108,582-86.4% | $273,972-94.6% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.6%-8.1pp | 83.0%-11.6pp |
| Annual return | -3.60% | -91.57%+88.0pp | -51.70%+48.1pp | 41.46%-45.1pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,738 | $5,127-7.6% | $4,311+9.9% | $5,287-10.4% |
| Admin fee / account holder | $1,555 | $10,253-84.8% | $7,645-79.7% | $10,133-84.6% |