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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 | $16,991 | $138,075-87.7% | $123,552-86.2% | $135,379-87.4% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -15.82% | 153.70%-169.5pp | 119.20%-135.0pp | 519.79%-535.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $14,201 | $6,800+108.8% | $6,426+121.0% | $5,609+153.2% |
| Admin fee / account holder | $2,977 | $10,917-72.7% | $9,285-67.9% | $10,828-72.5% |