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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 | $17,112 | $140,592-87.8% | $123,105-86.1% | $125,389-86.4% |
| Participation rate | 70.0% | 88.2%-18.2pp | 86.8%-16.8pp | 83.2%-13.2pp |
| Annual return | -35.88% | 16.80%-52.7pp | 13.22%-49.1pp | 282.24%-318.1pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,739 | $6,980+10.9% | $6,229+24.2% | $5,352+44.6% |
| Admin fee / account holder | $689 | $11,198-93.8% | $9,014-92.4% | $9,541-92.8% |