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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 | $11,463 | $185,312-93.8% | $161,489-92.9% | $154,746-92.6% |
| Participation rate | 70.0% | 82.5%-12.5pp | 78.7%-8.7pp | 80.7%-10.7pp |
| Annual return | -23.62% | 103.84%-127.5pp | 89.72%-113.3pp | 172.34%-196.0pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,506 | $6,350-60.5% | $5,630-55.5% | $6,730-62.8% |
| Admin fee / account holder | $5,426 | $18,654-70.9% | $16,006-66.1% | $14,365-62.2% |