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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 | $3,162 | $138,102-97.7% | $125,381-97.5% | $134,532-97.6% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -40.57% | 750.73%-791.3pp | 572.31%-612.9pp | 418.27%-458.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,925 | $7,801-62.5% | $7,448-60.7% | $6,401-54.3% |
| Admin fee / account holder | $332 | $11,568-97.1% | $10,007-96.7% | $11,429-97.1% |