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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 | $25,466 | $217,432-88.3% | $185,851-86.3% | $167,553-84.8% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | -0.54% | 148.43%-149.0pp | 122.11%-122.7pp | 478.89%-479.4pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,202 | $6,357-49.6% | $5,569-42.5% | $6,343-49.5% |
| Admin fee / account holder | $4,666 | $19,820-76.5% | $16,245-71.3% | $12,316-62.1% |