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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 | $3,361 | $110,337-97.0% | $102,383-96.7% | $145,877-97.7% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | -17.95% | 24.83%-42.8pp | 24.94%-42.9pp | 551.28%-569.2pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,443 | $5,621-56.5% | $5,060-51.7% | $6,691-63.5% |
| Admin fee / account holder | $609 | $9,750-93.8% | $8,391-92.7% | $13,402-95.5% |