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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 | $4,977 | $182,442-97.3% | $163,379-97.0% | $138,895-96.4% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.8%+8.9pp | 79.9%+5.8pp |
| Annual return | -8.74% | 72.74%-81.5pp | 63.41%-72.1pp | 145.39%-154.1pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,256 | $6,817-66.9% | $6,282-64.1% | $6,396-64.7% |
| Admin fee / account holder | $10,959 | $10,396+5.4% | $9,818+11.6% | $12,562-12.8% |