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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,571 | $352,342-84.2% | $336,864-83.5% | $233,076-76.2% |
| Participation rate | 100.0% | 37.5%+62.5pp | 27.8%+72.2pp | 46.4%+53.6pp |
| Annual return | -3.00% | -3.41%+0.4pp | -3.29%+0.3pp | -82.67%+79.7pp |
| Employer contribution / active EE | $7,600 | $41,836-81.8% | $36,762-79.3% | $43,771-82.6% |
| Participant deferral / active EE | $0 | $12-100.0% | $11-100.0% | $103-100.0% |
| Admin fee / account holder | $475 | $6,977-93.2% | $6,121-92.2% | $11,204-95.8% |