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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 | $13,038 | $105,867-87.7% | $90,760-85.6% | $134,532-90.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -29.34% | -10.99%-18.4pp | -12.16%-17.2pp | 418.27%-447.6pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,803 | $5,217-65.4% | $4,565-60.5% | $6,401-71.8% |
| Admin fee / account holder | $1,115 | $13,936-92.0% | $8,444-86.8% | $11,429-90.2% |