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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 | $4,134 | $183,516-97.7% | $155,534-97.3% | $145,884-97.2% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | -29.60% | 61.43%-91.0pp | 64.92%-94.5pp | 551.85%-581.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,102 | $6,467-67.5% | $5,630-62.7% | $6,690-68.6% |
| Admin fee / account holder | $2,417 | $19,293-87.5% | $15,900-84.8% | $13,392-82.0% |