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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 | $13,055 | $211,288-93.8% | $178,540-92.7% | $145,884-91.1% |
| Participation rate | 83.3% | 80.8%+2.5pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | -39.16% | 30.27%-69.4pp | 27.15%-66.3pp | 551.85%-591.0pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,120 | $6,967-12.1% | $6,281-2.6% | $6,690-8.5% |
| Admin fee / account holder | $7,000 | $12,105-42.2% | $10,424-32.8% | $13,392-47.7% |