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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 | $10,821 | $165,399-93.5% | $149,745-92.8% | $158,982-93.2% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | -2.70% | 348.34%-351.0pp | 276.72%-279.4pp | 302.99%-305.7pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,259 | $7,183-40.7% | $6,843-37.8% | $5,983-28.8% |
| Admin fee / account holder | $7,953 | $10,811-26.4% | $9,312-14.6% | $11,252-29.3% |