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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 | $9,135 | $154,228-94.1% | $145,433-93.7% | $137,256-93.3% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | -36.35% | 74.59%-110.9pp | 66.58%-102.9pp | 220.34%-256.7pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,927 | $8,216-64.4% | $7,897-62.9% | $6,407-54.3% |
| Admin fee / account holder | $4,400 | $14,344-69.3% | $13,129-66.5% | $12,270-64.1% |