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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 | $3,984 | $106,267-96.3% | $96,520-95.9% | $139,456-97.1% |
| Participation rate | 73.7% | 77.8%-4.2pp | 74.3%-0.7pp | 80.3%-6.6pp |
| Annual return | -23.74% | 38.45%-62.2pp | 35.72%-59.5pp | 373.45%-397.2pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,271 | $5,454-58.4% | $4,879-53.4% | $6,711-66.2% |
| Admin fee / account holder | $2,139 | $7,882-72.9% | $6,733-68.2% | $11,407-81.2% |