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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 | $15,932 | $138,076-88.5% | $123,553-87.1% | $135,380-88.2% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -21.28% | 153.70%-175.0pp | 119.21%-140.5pp | 519.81%-541.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,501 | $6,800+10.3% | $6,426+16.7% | $5,609+33.7% |
| Admin fee / account holder | $1,680 | $10,917-84.6% | $9,284-81.9% | $10,828-84.5% |