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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 | $15,598 | $160,059-90.3% | $140,019-88.9% | $135,380-88.5% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.5%-16.1pp | 82.6%-11.2pp |
| Annual return | -14.51% | 911.48%-926.0pp | 651.17%-665.7pp | 519.81%-534.3pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,243 | $7,641-31.4% | $6,927-24.3% | $5,609-6.5% |
| Admin fee / account holder | $588 | $13,328-95.6% | $10,705-94.5% | $10,828-94.6% |