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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 | $13,542 | $138,076-90.2% | $123,553-89.0% | $135,380-90.0% |
| Participation rate | 90.5% | 84.7%+5.7pp | 82.3%+8.2pp | 82.6%+7.8pp |
| Annual return | -14.68% | 153.70%-168.4pp | 119.21%-133.9pp | 519.81%-534.5pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,359 | $6,800+22.9% | $6,426+30.1% | $5,609+49.0% |
| Admin fee / account holder | $1,039 | $10,917-90.5% | $9,284-88.8% | $10,828-90.4% |