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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 | $16,440 | $167,362-90.2% | $143,799-88.6% | $134,532-87.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -22.90% | 0.47%-23.4pp | -0.04%-22.9pp | 418.27%-441.2pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,575 | $6,447-13.5% | $5,638-1.1% | $6,401-12.9% |
| Admin fee / account holder | $333 | $18,094-98.2% | $14,677-97.7% | $11,429-97.1% |