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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 | $1,082 | $100,811-98.9% | $86,698-98.8% | $134,545-99.2% |
| Participation rate | 75.0% | 79.0%-4.0pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -46.26% | 29.11%-75.4pp | 35.96%-82.2pp | 418.37%-464.6pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,331 | $5,339-18.9% | $4,656-7.0% | $6,401-32.3% |
| Admin fee / account holder | $1,116 | $10,926-89.8% | $7,492-85.1% | $11,431-90.2% |