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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 | $9,826 | $135,645-92.8% | $110,243-91.1% | $135,380-92.7% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -45.11% | 513.24%-558.3pp | 314.76%-359.9pp | 519.81%-564.9pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,861 | $5,507-11.7% | $4,672+4.0% | $5,609-13.3% |
| Admin fee / account holder | $3,265 | $11,458-71.5% | $8,548-61.8% | $10,828-69.8% |