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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 | $17,650 | $142,361-87.6% | $119,608-85.2% | $134,509-86.9% |
| Participation rate | 86.7% | 82.8%+3.8pp | 79.3%+7.4pp | 81.2%+5.4pp |
| Annual return | -20.02% | -12.46%-7.6pp | -14.98%-5.0pp | 418.13%-438.2pp |
| Employer contribution / active EE | $1,667 | $5,224-68.1% | $4,232-60.6% | $4,741-64.8% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,487 | $13,588-81.7% | $10,326-75.9% | $11,427-78.2% |