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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 | $17,654 | $157,304-88.8% | $141,197-87.5% | $152,909-88.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -19.47% | 64.34%-83.8pp | 71.41%-90.9pp | 345.46%-364.9pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,817 | $7,111-46.3% | $6,710-43.1% | $5,851-34.8% |
| Admin fee / account holder | $7,443 | $12,126-38.6% | $10,265-27.5% | $11,601-35.8% |