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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 | $4,930 | $167,362-97.1% | $143,799-96.6% | $134,532-96.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -22.35% | 0.47%-22.8pp | -0.04%-22.3pp | 418.27%-440.6pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,702 | $6,447-58.1% | $5,638-52.1% | $6,401-57.8% |
| Admin fee / account holder | $705 | $18,094-96.1% | $14,677-95.2% | $11,429-93.8% |