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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 | $5,040 | $138,072-96.3% | $123,549-95.9% | $135,382-96.3% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -10.65% | 153.69%-164.3pp | 119.20%-129.9pp | 519.77%-530.4pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,718 | $6,799-45.3% | $6,426-42.1% | $5,609-33.7% |
| Admin fee / account holder | $3,232 | $10,917-70.4% | $9,284-65.2% | $10,829-70.2% |