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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 | $10,614 | $90,590-88.3% | $90,782-88.3% | $135,379-92.2% |
| Participation rate | 73.3% | 83.7%-10.4pp | 82.7%-9.3pp | 82.6%-9.3pp |
| Annual return | -15.12% | -3.40%-11.7pp | -3.42%-11.7pp | 519.79%-534.9pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $4,105-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,749 | $5,407-30.7% | $5,366-30.1% | $5,609-33.2% |
| Admin fee / account holder | $1,686 | $7,683-78.1% | $5,908-71.5% | $10,828-84.4% |