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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 | $19,300 | $228,395-91.5% | $185,861-89.6% | $158,982-87.9% |
| Participation rate | 71.4% | 82.3%-10.9pp | 78.0%-6.6pp | 82.0%-10.5pp |
| Annual return | -1.91% | 40.82%-42.7pp | 35.96%-37.9pp | 302.99%-304.9pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,703 | $6,417-57.9% | $5,634-52.0% | $5,983-54.8% |
| Admin fee / account holder | $18,194 | $11,869+53.3% | $9,503+91.4% | $11,252+61.7% |